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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 106,327 OWL 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 106,327 shares
    Change vs previous 13F +27,540 shares

    0.02% of the 13F portfolio, value $930,362.

    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: 101,924 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,403 shares

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

  2. period ended2026-03-31
    13F 78,787 shares
    Change vs previous 13F -140,167 shares

    0.02% of the 13F portfolio, value $719,329.

    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: 74,135 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,652 shares

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

  3. period ended2025-12-31
    13F 218,954 shares
    Change vs previous 13F +38,802 shares

    0.07% of the 13F portfolio, value $3,271,167.

    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: 190,675 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 28,279 shares

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

  4. period ended2025-09-30
    13F 180,152 shares
    Change vs previous 13F -4,964 shares

    0.07% of the 13F portfolio, value $3,049,974.

    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: 155,066 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 25,086 shares

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

  5. period ended2025-06-30
    13F 185,116 shares
    Change vs previous 13F -3,524 shares

    0.09% of the 13F portfolio, value $3,556,073.

    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: 166,353 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 18,763 shares

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

  6. period ended2025-03-31
    13F 188,640 shares
    Change vs previous 13F +641 shares

    0.11% of the 13F portfolio, value $3,780,354.

    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: 184,960 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,680 shares

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

  7. period ended2024-12-31
    13F 187,999 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,372,856.

    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: 184,444 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,555 shares

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