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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 101,645 JIVE 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 101,645 shares
    Change vs previous 13F +12,633 shares

    0.18% of the 13F portfolio, value $9,346,615.

    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: 99,081 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,564 shares

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

  2. period ended2026-03-31
    13F 89,012 shares
    Change vs previous 13F +41,346 shares

    0.17% of the 13F portfolio, value $7,622,877.

    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: 87,501 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,511 shares

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

  3. period ended2025-12-31
    13F 47,666 shares
    Change vs previous 13F +33,274 shares

    0.09% of the 13F portfolio, value $3,826,485.

    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: 46,324 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,342 shares

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

  4. period ended2025-09-30
    13F 14,392 shares
    Change vs previous 13F +4,621 shares

    0.03% of the 13F portfolio, value $1,085,157.

    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: 12,973 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,419 shares

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

  5. period ended2025-06-30
    13F 9,771 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $677,109.

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

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