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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 16,465 NU 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 16,465 shares
    Change vs previous 13F +805 shares

    <0.01% of the 13F portfolio, value $219,973.

    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: 15,930 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 535 shares

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

  2. period ended2026-03-31
    13F 15,660 shares
    Change vs previous 13F -717 shares

    0.01% of the 13F portfolio, value $225,034.

    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: 15,561 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 99 shares

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

  3. period ended2025-12-31
    13F 16,377 shares
    Change vs previous 13F +201 shares

    0.01% of the 13F portfolio, value $274,151.

    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: 16,061 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 316 shares

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

  4. period ended2025-09-30
    13F 16,176 shares
    Change vs previous 13F +615 shares

    0.01% of the 13F portfolio, value $258,978.

    13F-HR 0001475045-25-000010 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).

  5. period ended2025-06-30
    13F 15,561 shares
    Change vs previous 13F -3,000 shares

    0.01% of the 13F portfolio, value $213,497.

    13F-HR 0001475045-25-000006 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).

  6. period ended2025-03-31
    13F 18,561 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $190,065.

    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).

  7. period ended2024-12-31
    13F 18,561 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $192,292.

    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: 18,561 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 18,561 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $253,358.

    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: 18,561 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 18,561 shares (included in another member's report, not added)

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