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Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 17,513 Q 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 17,513 shares
    Change vs previous 13F -75 shares

    0.06% of the 13F portfolio, value $2,860,066.

    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: 17,155 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 358 shares

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

  2. period ended2026-03-31
    13F 17,588 shares
    Change vs previous 13F +29 shares

    0.05% of the 13F portfolio, value $2,029,313.

    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: 17,297 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 291 shares

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

  3. period ended2025-12-31
    13F 17,559 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,433,696.

    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: 17,275 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 284 shares

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