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Disclosery

CARY STREET PARTNERS ASSET MANAGEMENT LLC: IT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on IT, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 0 IT shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -581 shares

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 0 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 581 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $234,851.

    13F-HR 0001766904-25-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 34 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 547 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 579 shares
    Change vs previous 13F +27 shares

    0.01% of the 13F portfolio, value $243,029.

    13F-HR 0001766904-25-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 44 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 535 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 552 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $267,428.

    13F-HR 0001766904-25-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 56 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 496 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 539 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $273,143.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).