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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 766,432 NBOS 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 766,432 shares
    Change vs previous 13F -72,769 shares

    0.42% of the 13F portfolio, value $21,470,913.

    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: 758,975 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,457 shares

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

  2. period ended2026-03-31
    13F 839,201 shares
    Change vs previous 13F +26,125 shares

    0.51% of the 13F portfolio, value $22,443,578.

    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: 782,769 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 56,432 shares

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

  3. period ended2025-12-31
    13F 813,076 shares
    Change vs previous 13F +813,076 shares

    0.5% of the 13F portfolio, value $22,172,591.

    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: 769,101 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 43,975 shares

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

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,136,112 shares

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 1,136,112 shares
    Change vs previous 13F -4,632 shares

    0.97% of the 13F portfolio, value $29,936,547.

    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: 1,136,112 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  6. period ended2024-09-30
    13F 1,140,744 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $30,061,222.

    13F-HR 0001845445-24-000006 filed by CARY STREET PARTNERS ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 21,271 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 1,119,473 shares

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