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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 50,934 TLT 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 50,934 shares
    Change vs previous 13F +19,100 shares

    0.09% of the 13F portfolio, value $4,401,710.

    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: 8,652 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 42,282 shares

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

  2. period ended2026-03-31
    13F 31,834 shares
    Change vs previous 13F -378 shares

    0.06% of the 13F portfolio, value $2,759,690.

    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: 7,553 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 24,281 shares

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

  3. period ended2025-12-31
    13F 32,212 shares
    Change vs previous 13F +21,946 shares

    0.06% of the 13F portfolio, value $2,807,598.

    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: 7,925 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 24,287 shares

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

  4. period ended2025-09-30
    13F 10,266 shares
    Change vs previous 13F -950 shares

    0.02% of the 13F portfolio, value $917,473.

    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: 10,002 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 264 shares

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

  5. period ended2025-06-30
    13F 11,216 shares
    Change vs previous 13F +1,152 shares

    0.03% of the 13F portfolio, value $989,812.

    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: 10,932 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 284 shares

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

  6. period ended2025-03-31
    13F 10,064 shares
    Change vs previous 13F -3,231 shares

    0.03% of the 13F portfolio, value $916,126.

    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: 9,941 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 123 shares

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

  7. period ended2024-12-31
    13F 13,295 shares
    Change vs previous 13F +1,743 shares

    0.04% of the 13F portfolio, value $1,161,052.

    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: 11,538 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,757 shares

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

  8. period ended2024-09-30
    13F 11,552 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,133,251.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 11,552 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 3,032 shares (included in another member's report, not added)

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