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CARY STREET PARTNERS ASSET MANAGEMENT LLC: J 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 J, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 33,935 J shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,935 shares
    Change vs previous 13F +4,839 shares

    0.08% of the 13F portfolio, value $4,275,810.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 33,702 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 233 shares

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

  2. period ended2026-03-31
    13F 29,096 shares
    Change vs previous 13F +2,231 shares

    0.08% of the 13F portfolio, value $3,703,338.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 28,877 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 219 shares

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

  3. period ended2025-12-31
    13F 26,865 shares
    Change vs previous 13F -33 shares

    0.08% of the 13F portfolio, value $3,558,537.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 26,646 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 219 shares

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

  4. period ended2025-09-30
    13F 26,898 shares
    Change vs previous 13F +32 shares

    0.1% of the 13F portfolio, value $4,030,933.

    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: 26,661 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 237 shares

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

  5. period ended2025-06-30
    13F 26,866 shares
    Change vs previous 13F +3,288 shares

    0.09% of the 13F portfolio, value $3,531,537.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 26,679 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 187 shares

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

  6. period ended2025-03-31
    13F 23,578 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,850,345.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 23,486 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 92 shares

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