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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 1,260,670 PBL 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 1,260,670 shares
    Change vs previous 13F -71,921 shares

    0.82% of the 13F portfolio, value $41,791,204.

    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: 1,160,733 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 99,937 shares

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

  2. period ended2026-03-31
    13F 1,332,591 shares
    Change vs previous 13F +40,136 shares

    0.9% of the 13F portfolio, value $39,948,267.

    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: 1,260,915 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 71,676 shares

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

  3. period ended2025-12-31
    13F 1,292,455 shares
    Change vs previous 13F +114,110 shares

    0.91% of the 13F portfolio, value $39,936,213.

    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: 1,232,149 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 60,306 shares

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

  4. period ended2025-09-30
    13F 1,178,345 shares
    Change vs previous 13F +140,997 shares

    0.95% of the 13F portfolio, value $36,540,242.

    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 1,037,348 shares
    Change vs previous 13F +364,048 shares

    0.85% of the 13F portfolio, value $30,388,383.

    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 673,300 shares
    Change vs previous 13F +113,077 shares

    0.58% of the 13F portfolio, value $18,465,724.

    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 560,223 shares
    Change vs previous 13F -5,502 shares

    0.51% of the 13F portfolio, value $15,746,748.

    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: 560,223 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 565,725 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $16,790,717.

    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: 27,670 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 538,055 shares

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