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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 11,155 RA 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 11,155 shares
    Change vs previous 13F -2,500 shares

    <0.01% of the 13F portfolio, value $143,676.

    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: 10,155 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,000 shares

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

  2. period ended2026-03-31
    13F 13,655 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $175,603.

    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: 12,655 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,000 shares

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

  3. period ended2025-12-31
    13F 13,655 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $176,969.

    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: 12,655 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,000 shares

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

  4. period ended2025-09-30
    13F 13,655 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $182,431.

    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: 12,655 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,000 shares

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

  5. period ended2025-06-30
    13F 13,655 shares
    Change vs previous 13F -9,600 shares

    <0.01% of the 13F portfolio, value $182,567.

    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: 12,655 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,000 shares

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

  6. period ended2025-03-31
    13F 23,255 shares
    Change vs previous 13F -1,800 shares

    0.01% of the 13F portfolio, value $306,036.

    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: 21,505 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,750 shares

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

  7. period ended2024-12-31
    13F 25,055 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $333,733.

    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: 22,105 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,950 shares

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