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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 2,204 MTB 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 2,204 shares
    Change vs previous 13F +58 shares

    0.01% of the 13F portfolio, value $524,607.

    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: 520 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,684 shares

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

  2. period ended2026-03-31
    13F 2,146 shares
    Change vs previous 13F -1,348 shares

    0.01% of the 13F portfolio, value $443,651.

    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: 531 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,615 shares

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

  3. period ended2025-12-31
    13F 3,494 shares
    Change vs previous 13F +1,646 shares

    0.02% of the 13F portfolio, value $704,000.

    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: 2,208 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,286 shares

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

  4. period ended2025-09-30
    13F 1,848 shares
    Change vs previous 13F +72 shares

    0.01% of the 13F portfolio, value $365,230.

    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: 571 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,277 shares

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

  5. period ended2025-06-30
    13F 1,776 shares
    Change vs previous 13F +39 shares

    0.01% of the 13F portfolio, value $344,555.

    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: 540 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,236 shares

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

  6. period ended2025-03-31
    13F 1,737 shares
    Change vs previous 13F +489 shares

    0.01% of the 13F portfolio, value $310,516.

    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: 524 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,213 shares

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

  7. period ended2024-12-31
    13F 1,248 shares
    Change vs previous 13F -60 shares

    0.01% of the 13F portfolio, value $234,663.

    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: 607 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 641 shares

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

  8. period ended2024-09-30
    13F 1,308 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $233,007.

    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).