CARY STREET PARTNERS ASSET MANAGEMENT LLC: T 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 T, newest first. How the timeline and the estimate are built.
CARY STREET PARTNERS ASSET MANAGEMENT LLC held 124,991 T shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 124,991 sharesChange vs previous 13F +39,358 shares
0.05% of the 13F portfolio, value $2,587,333.
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: 114,585 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 10,406 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 85,633 sharesChange vs previous 13F +5,703 shares
0.06% of the 13F portfolio, value $2,482,505.
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: 73,317 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 12,316 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 79,930 sharesChange vs previous 13F +26,777 shares
0.05% of the 13F portfolio, value $1,985,448.
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: 69,723 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 10,207 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 53,153 sharesChange vs previous 13F -1,708 shares
0.04% of the 13F portfolio, value $1,501,056.
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: 41,614 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 11,539 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 54,861 sharesChange vs previous 13F +4,486 shares
0.04% of the 13F portfolio, value $1,587,681.
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: 42,241 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 12,620 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 50,375 sharesChange vs previous 13F -3,312 shares
0.04% of the 13F portfolio, value $1,424,607.
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: 41,270 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 9,105 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 53,687 sharesChange vs previous 13F -536 shares
0.04% of the 13F portfolio, value $1,222,433.
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: 46,878 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,809 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 54,223 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,192,899.
13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).