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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 6,027 SRE 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 6,027 shares
    Change vs previous 13F -1,062 shares

    0.01% of the 13F portfolio, value $558,788.

    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: 1,402 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,625 shares

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

  2. period ended2026-03-31
    13F 7,089 shares
    Change vs previous 13F -3,795 shares

    0.02% of the 13F portfolio, value $688,863.

    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: 1,429 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,660 shares

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

  3. period ended2025-12-31
    13F 10,884 shares
    Change vs previous 13F +4,452 shares

    0.02% of the 13F portfolio, value $960,979.

    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: 5,298 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,586 shares

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

  4. period ended2025-09-30
    13F 6,432 shares
    Change vs previous 13F -544 shares

    0.01% of the 13F portfolio, value $578,781.

    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: 1,167 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,265 shares

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

  5. period ended2025-06-30
    13F 6,976 shares
    Change vs previous 13F -35 shares

    0.01% of the 13F portfolio, value $528,599.

    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: 771 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,205 shares

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

  6. period ended2025-03-31
    13F 7,011 shares
    Change vs previous 13F -375 shares

    0.02% of the 13F portfolio, value $500,328.

    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: 432 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,579 shares

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

  7. period ended2024-12-31
    13F 7,386 shares
    Change vs previous 13F -59 shares

    0.02% of the 13F portfolio, value $647,928.

    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: 641 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,745 shares

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

  8. period ended2024-09-30
    13F 7,445 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $622,654.

    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).