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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 648 MSCI 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 648 shares
    Change vs previous 13F -25 shares

    0.01% of the 13F portfolio, value $363,082.

    13F-HR 0001766904-26-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 104 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 544 shares

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

  2. period ended2026-03-31
    13F 673 shares
    Change vs previous 13F +40 shares

    0.01% of the 13F portfolio, value $362,905.

    13F-HR 0001766904-26-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 105 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 568 shares

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

  3. period ended2025-12-31
    13F 633 shares
    Change vs previous 13F +32 shares

    0.01% of the 13F portfolio, value $363,318.

    13F-HR 0001766904-26-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 103 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 530 shares

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

  4. period ended2025-09-30
    13F 601 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $341,145.

    13F-HR 0001766904-25-000006 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 92 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 509 shares

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

  5. period ended2025-06-30
    13F 598 shares
    Change vs previous 13F -296 shares

    0.01% of the 13F portfolio, value $345,006.

    13F-HR 0001766904-25-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 112 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 486 shares

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

  6. period ended2025-03-31
    13F 894 shares
    Change vs previous 13F -9 shares

    0.02% of the 13F portfolio, value $505,660.

    13F-HR 0001766904-25-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 115 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 779 shares

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

  7. period ended2024-12-31
    13F 903 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $541,900.

    13F-HR 0001766904-25-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 129 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 774 shares

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

  8. period ended2024-09-30
    13F 897 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $522,964.

    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).