Skip to content
Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 8,994 SHOP 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 8,994 shares
    Change vs previous 13F -39,329 shares

    0.02% of the 13F portfolio, value $1,026,934.

    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: 8,376 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 618 shares

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

  2. period ended2026-03-31
    13F 48,323 shares
    Change vs previous 13F +1,202 shares

    0.13% of the 13F portfolio, value $5,732,075.

    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: 47,287 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,036 shares

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

  3. period ended2025-12-31
    13F 47,121 shares
    Change vs previous 13F +356 shares

    0.17% of the 13F portfolio, value $7,585,067.

    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: 45,696 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,425 shares

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

  4. period ended2025-09-30
    13F 46,765 shares
    Change vs previous 13F +1,864 shares

    0.17% of the 13F portfolio, value $6,949,747.

    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: 45,846 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 919 shares

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

  5. period ended2025-06-30
    13F 44,901 shares
    Change vs previous 13F +1,233 shares

    0.14% of the 13F portfolio, value $5,179,331.

    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: 44,445 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 456 shares

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

  6. period ended2025-03-31
    13F 43,668 shares
    Change vs previous 13F +864 shares

    0.13% of the 13F portfolio, value $4,169,406.

    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: 43,313 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 355 shares

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

  7. period ended2024-12-31
    13F 42,804 shares
    Change vs previous 13F +78 shares

    0.14% of the 13F portfolio, value $4,551,349.

    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: 42,614 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 190 shares

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

  8. period ended2024-09-30
    13F 42,726 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,424,062.

    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).