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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 7,293 SOLS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

period ended2026-06-30
13F 7,293 shares
Change vs previous 13F -2,986 shares
0.01% of the 13F portfolio, value $646,150.
13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- CARY STREET PARTNERS FINANCIAL LLC: 4,630 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,663 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 10,279 shares
Change vs previous 13F -2,365 shares
0.02% of the 13F portfolio, value $782,876.
13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- CARY STREET PARTNERS FINANCIAL LLC: 9,822 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 457 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 12,644 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $614,245.
13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- CARY STREET PARTNERS FINANCIAL LLC: 12,288 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 356 shares
Acceptance time not in the bulk data set (spec §4.2).