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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 10,661 MAR 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 10,661 shares
    Change vs previous 13F -129 shares

    0.08% of the 13F portfolio, value $3,950,796.

    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: 9,767 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 894 shares

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

  2. period ended2026-03-31
    13F 10,790 shares
    Change vs previous 13F -88 shares

    0.08% of the 13F portfolio, value $3,529,019.

    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: 9,813 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 977 shares

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

  3. period ended2025-12-31
    13F 10,878 shares
    Change vs previous 13F +809 shares

    0.08% of the 13F portfolio, value $3,374,717.

    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: 9,894 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 984 shares

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

  4. period ended2025-09-30
    13F 10,069 shares
    Change vs previous 13F -217 shares

    0.06% of the 13F portfolio, value $2,622,301.

    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: 9,133 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 936 shares

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

  5. period ended2025-06-30
    13F 10,286 shares
    Change vs previous 13F -307 shares

    0.07% of the 13F portfolio, value $2,810,155.

    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: 9,377 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 909 shares

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

  6. period ended2025-03-31
    13F 10,593 shares
    Change vs previous 13F -1,242 shares

    0.08% of the 13F portfolio, value $2,523,171.

    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: 9,639 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 954 shares

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

  7. period ended2024-12-31
    13F 11,835 shares
    Change vs previous 13F -283 shares

    0.1% of the 13F portfolio, value $3,301,147.

    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: 10,883 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 952 shares

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

  8. period ended2024-09-30
    13F 12,118 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,012,430.

    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: 12,118 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 9,346 shares (included in another member's report, not added)

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