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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 13,908 MA 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 13,908 shares
    Change vs previous 13F +267 shares

    0.14% of the 13F portfolio, value $7,143,683.

    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: 8,708 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,200 shares

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

  2. period ended2026-03-31
    13F 13,641 shares
    Change vs previous 13F +509 shares

    0.15% of the 13F portfolio, value $6,816,161.

    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: 8,763 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,878 shares

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

  3. period ended2025-12-31
    13F 13,132 shares
    Change vs previous 13F +1,386 shares

    0.17% of the 13F portfolio, value $7,497,081.

    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: 8,467 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,665 shares

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

  4. period ended2025-09-30
    13F 11,746 shares
    Change vs previous 13F +977 shares

    0.16% of the 13F portfolio, value $6,681,866.

    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: 7,210 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,536 shares

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

  5. period ended2025-06-30
    13F 10,769 shares
    Change vs previous 13F +755 shares

    0.16% of the 13F portfolio, value $6,051,935.

    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: 6,983 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,786 shares

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

  6. period ended2025-03-31
    13F 10,014 shares
    Change vs previous 13F -175 shares

    0.16% of the 13F portfolio, value $5,488,948.

    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: 6,651 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,363 shares

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

  7. period ended2024-12-31
    13F 10,189 shares
    Change vs previous 13F +888 shares

    0.17% of the 13F portfolio, value $5,365,157.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 7,510 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,679 shares

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

  8. period ended2024-09-30
    13F 9,301 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,592,975.

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

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 9,301 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 973 shares (included in another member's report, not added)

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