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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 4,168 QUAL 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 4,168 shares
    Change vs previous 13F -2,136 shares

    0.02% of the 13F portfolio, value $914,585.

    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: 2,199 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,969 shares

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

  2. period ended2026-03-31
    13F 6,304 shares
    Change vs previous 13F -1,829 shares

    0.03% of the 13F portfolio, value $1,209,171.

    13F-HR 0001766904-26-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 2,091 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,213 shares

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

  3. period ended2025-12-31
    13F 8,133 shares
    Change vs previous 13F +2,545 shares

    0.04% of the 13F portfolio, value $1,615,377.

    13F-HR 0001766904-26-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 3,077 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,056 shares

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

  4. period ended2025-09-30
    13F 5,588 shares
    Change vs previous 13F -519 shares

    0.03% of the 13F portfolio, value $1,086,866.

    13F-HR 0001766904-25-000006 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 2,388 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,200 shares

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

  5. period ended2025-06-30
    13F 6,107 shares
    Change vs previous 13F +9 shares

    0.03% of the 13F portfolio, value $1,116,481.

    13F-HR 0001766904-25-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 2,377 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,730 shares

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

  6. period ended2025-03-31
    13F 6,098 shares
    Change vs previous 13F +578 shares

    0.03% of the 13F portfolio, value $1,042,087.

    13F-HR 0001766904-25-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 2,508 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,590 shares

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

  7. period ended2024-12-31
    13F 5,520 shares
    Change vs previous 13F +2,393 shares

    0.03% of the 13F portfolio, value $983,002.

    13F-HR 0001766904-25-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 2,468 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,052 shares

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

  8. period ended2024-09-30
    13F 3,127 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $560,671.

    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).