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Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 12,683 SAN 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 12,683 shares
    Change vs previous 13F +1,771 shares

    <0.01% of the 13F portfolio, value $175,025.

    13F-HR 0001766904-26-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,108 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 11,575 shares

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

  2. period ended2026-03-31
    13F 10,912 shares
    Change vs previous 13F +365 shares

    <0.01% of the 13F portfolio, value $123,088.

    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: 1,000 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 9,912 shares

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

  3. period ended2025-12-31
    13F 10,547 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $123,716.

    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: 1,000 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 9,547 shares

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