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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 1,086 MKL 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 1,086 shares
    Change vs previous 13F +169 shares

    0.04% of the 13F portfolio, value $2,120,969.

    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: 987 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 99 shares

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

  2. period ended2026-03-31
    13F 917 shares
    Change vs previous 13F +96 shares

    0.04% of the 13F portfolio, value $1,755,201.

    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: 810 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 107 shares

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

  3. period ended2025-12-31
    13F 821 shares
    Change vs previous 13F -1,297 shares

    0.04% of the 13F portfolio, value $1,764,863.

    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: 726 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 95 shares

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

  4. period ended2025-09-30
    13F 2,118 shares
    Change vs previous 13F +1,757 shares

    0.1% of the 13F portfolio, value $4,048,260.

    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: 2,089 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 29 shares

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

  5. period ended2025-06-30
    13F 361 shares
    Change vs previous 13F -2 shares

    0.02% of the 13F portfolio, value $721,046.

    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: 339 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 22 shares

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

  6. period ended2025-03-31
    13F 363 shares
    Change vs previous 13F -12 shares

    0.02% of the 13F portfolio, value $678,669.

    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: 346 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 17 shares

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

  7. period ended2024-12-31
    13F 375 shares
    Change vs previous 13F -22 shares

    0.02% of the 13F portfolio, value $647,336.

    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: 369 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6 shares

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

  8. period ended2024-09-30
    13F 397 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $622,726.

    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).