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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 4,349 STIP 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 4,349 shares
    Change vs previous 13F +765 shares

    0.01% of the 13F portfolio, value $444,331.

    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: 3,469 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 880 shares

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

  2. period ended2026-03-31
    13F 3,584 shares
    Change vs previous 13F -144 shares

    0.01% of the 13F portfolio, value $370,730.

    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: 3,112 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 472 shares

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

  3. period ended2025-12-31
    13F 3,728 shares
    Change vs previous 13F -7 shares

    0.01% of the 13F portfolio, value $381,747.

    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: 3,266 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 462 shares

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

  4. period ended2025-09-30
    13F 3,735 shares
    Change vs previous 13F +84 shares

    0.01% of the 13F portfolio, value $386,073.

    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: 2,673 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,062 shares

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

  5. period ended2025-06-30
    13F 3,651 shares
    Change vs previous 13F +630 shares

    0.01% of the 13F portfolio, value $375,704.

    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: 2,669 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 982 shares

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

  6. period ended2025-03-31
    13F 3,021 shares
    Change vs previous 13F -629 shares

    0.01% of the 13F portfolio, value $312,564.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,650 shares
    Change vs previous 13F -579 shares

    0.01% of the 13F portfolio, value $367,187.

    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: 3,650 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  8. period ended2024-09-30
    13F 4,229 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $428,519.

    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).