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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 2,424,373 TACK 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 2,424,373 shares
    Change vs previous 13F -34,886 shares

    1.51% of the 13F portfolio, value $76,680,740.

    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: 2,417,224 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,149 shares

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

  2. period ended2026-03-31
    13F 2,459,259 shares
    Change vs previous 13F +10,744 shares

    1.69% of the 13F portfolio, value $74,757,305.

    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: 2,455,932 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,327 shares

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

  3. period ended2025-12-31
    13F 2,448,515 shares
    Change vs previous 13F -176,998 shares

    1.66% of the 13F portfolio, value $73,381,992.

    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: 2,422,855 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 25,660 shares

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

  4. period ended2025-09-30
    13F 2,625,513 shares
    Change vs previous 13F +7,262 shares

    2.04% of the 13F portfolio, value $78,791,652.

    13F-HR 0001475045-25-000010 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).

  5. period ended2025-06-30
    13F 2,618,251 shares
    Change vs previous 13F +7,595 shares

    2.07% of the 13F portfolio, value $73,905,366.

    13F-HR 0001475045-25-000006 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).

  6. period ended2025-03-31
    13F 2,610,656 shares
    Change vs previous 13F -33,689 shares

    2.25% of the 13F portfolio, value $70,983,717.

    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 2,644,345 shares
    Change vs previous 13F -316,579 shares

    2.35% of the 13F portfolio, value $72,322,819.

    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: 2,644,345 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 2,960,924 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $83,294,929.

    13F-HR 0001845445-24-000006 filed by CARY STREET PARTNERS ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 474,367 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 2,486,557 shares

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