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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 6,353 TD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

period ended2026-06-30
13F 6,353 shares
Change vs previous 13F +246 shares
0.02% of the 13F portfolio, value $771,417.
13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- CARY STREET PARTNERS FINANCIAL LLC: 5,490 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 863 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,107 shares
Change vs previous 13F -190 shares
0.01% of the 13F portfolio, value $569,823.
13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- CARY STREET PARTNERS FINANCIAL LLC: 5,411 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 696 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 6,297 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $593,156.
13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- CARY STREET PARTNERS FINANCIAL LLC: 5,623 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 674 shares
Acceptance time not in the bulk data set (spec §4.2).