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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 20,395 PM 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 20,395 shares
    Change vs previous 13F +605 shares

    0.07% of the 13F portfolio, value $3,689,685.

    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: 10,677 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 9,718 shares

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

  2. period ended2026-03-31
    13F 19,790 shares
    Change vs previous 13F +587 shares

    0.07% of the 13F portfolio, value $3,272,108.

    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: 10,203 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 9,587 shares

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

  3. period ended2025-12-31
    13F 19,203 shares
    Change vs previous 13F +3,159 shares

    0.07% of the 13F portfolio, value $3,080,218.

    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: 10,455 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 8,748 shares

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

  4. period ended2025-09-30
    13F 16,044 shares
    Change vs previous 13F +938 shares

    0.06% of the 13F portfolio, value $2,602,395.

    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: 8,336 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,708 shares

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

  5. period ended2025-06-30
    13F 15,106 shares
    Change vs previous 13F -261 shares

    0.07% of the 13F portfolio, value $2,751,236.

    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: 7,792 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,314 shares

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

  6. period ended2025-03-31
    13F 15,367 shares
    Change vs previous 13F +1,248 shares

    0.07% of the 13F portfolio, value $2,439,258.

    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: 8,810 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,557 shares

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

  7. period ended2024-12-31
    13F 14,119 shares
    Change vs previous 13F +189 shares

    0.05% of the 13F portfolio, value $1,699,164.

    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: 7,826 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,293 shares

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

  8. period ended2024-09-30
    13F 13,930 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,691,114.

    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).