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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 60,110 P 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 60,110 shares
    Change vs previous 13F +1,267 shares

    0.09% of the 13F portfolio, value $4,736,067.

    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: 59,258 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 852 shares

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

  2. period ended2026-03-31
    13F 58,843 shares
    Change vs previous 13F +131 shares

    0.08% of the 13F portfolio, value $3,474,091.

    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: 58,059 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 784 shares

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

  3. period ended2025-12-31
    13F 58,712 shares
    Change vs previous 13F -653 shares

    0.09% of the 13F portfolio, value $3,934,291.

    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: 58,443 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 269 shares

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

  4. period ended2025-09-30
    13F 59,365 shares
    Change vs previous 13F -1,126 shares

    0.12% of the 13F portfolio, value $4,975,380.

    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: 59,103 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 262 shares

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

  5. period ended2025-06-30
    13F 60,491 shares
    Change vs previous 13F +1,132 shares

    0.09% of the 13F portfolio, value $3,483,072.

    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: 60,322 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 169 shares

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

  6. period ended2025-03-31
    13F 59,359 shares
    Change vs previous 13F -110 shares

    0.08% of the 13F portfolio, value $2,627,823.

    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: 59,260 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 99 shares

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

  7. period ended2024-12-31
    13F 59,469 shares
    Change vs previous 13F -7,317 shares

    0.11% of the 13F portfolio, value $3,653,181.

    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: 59,467 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2 shares

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

  8. period ended2024-09-30
    13F 66,786 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,355,329.

    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).