Skip to content
Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 1,973 STE 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 1,973 shares
    Change vs previous 13F +99 shares

    0.01% of the 13F portfolio, value $415,484.

    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: 140 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,833 shares

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

  2. period ended2026-03-31
    13F 1,874 shares
    Change vs previous 13F -7 shares

    0.01% of the 13F portfolio, value $414,409.

    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: 147 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,727 shares

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

  3. period ended2025-12-31
    13F 1,881 shares
    Change vs previous 13F -129 shares

    0.01% of the 13F portfolio, value $476,862.

    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: 140 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,741 shares

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

  4. period ended2025-09-30
    13F 2,010 shares
    Change vs previous 13F +52 shares

    0.01% of the 13F portfolio, value $497,328.

    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: 282 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,728 shares

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

  5. period ended2025-06-30
    13F 1,958 shares
    Change vs previous 13F -3 shares

    0.01% of the 13F portfolio, value $470,306.

    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: 252 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,706 shares

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

  6. period ended2025-03-31
    13F 1,961 shares
    Change vs previous 13F -120 shares

    0.01% of the 13F portfolio, value $444,404.

    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: 247 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,714 shares

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

  7. period ended2024-12-31
    13F 2,081 shares
    Change vs previous 13F -12 shares

    0.01% of the 13F portfolio, value $427,704.

    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: 390 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,691 shares

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

  8. period ended2024-09-30
    13F 2,093 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $507,781.

    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).