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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 80,862 NEAR 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 80,862 shares
    Change vs previous 13F +1,819 shares

    0.08% of the 13F portfolio, value $4,096,431.

    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: 80,733 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 129 shares

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

  2. period ended2026-03-31
    13F 79,043 shares
    Change vs previous 13F -273 shares

    0.09% of the 13F portfolio, value $4,018,132.

    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: 78,915 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 128 shares

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

  3. period ended2025-12-31
    13F 79,316 shares
    Change vs previous 13F +2,176 shares

    0.09% of the 13F portfolio, value $4,053,026.

    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: 79,188 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 128 shares

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

  4. period ended2025-09-30
    13F 77,140 shares
    Change vs previous 13F +7,494 shares

    0.1% of the 13F portfolio, value $3,955,756.

    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: 77,012 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 128 shares

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

  5. period ended2025-06-30
    13F 69,646 shares
    Change vs previous 13F -1,410 shares

    0.09% of the 13F portfolio, value $3,558,914.

    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: 69,518 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 128 shares

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

  6. period ended2025-03-31
    13F 71,056 shares
    Change vs previous 13F +38,296 shares

    0.11% of the 13F portfolio, value $3,614,613.

    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: 70,928 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 128 shares

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

  7. period ended2024-12-31
    13F 32,760 shares
    Change vs previous 13F +8,345 shares

    0.05% of the 13F portfolio, value $1,654,423.

    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: 32,760 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  8. period ended2024-09-30
    13F 24,415 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,251,044.

    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: 24,415 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 0 shares

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