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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 3,029 TM 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 3,029 shares
    Change vs previous 13F +70 shares

    0.01% of the 13F portfolio, value $510,145.

    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: 2,313 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 716 shares

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

  2. period ended2026-03-31
    13F 2,959 shares
    Change vs previous 13F -255 shares

    0.01% of the 13F portfolio, value $609,820.

    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: 2,131 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 828 shares

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

  3. period ended2025-12-31
    13F 3,214 shares
    Change vs previous 13F +75 shares

    0.02% of the 13F portfolio, value $687,989.

    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: 2,476 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 738 shares

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

  4. period ended2025-09-30
    13F 3,139 shares
    Change vs previous 13F -268 shares

    0.01% of the 13F portfolio, value $599,831.

    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: 2,461 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 678 shares

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

  5. period ended2025-06-30
    13F 3,407 shares
    Change vs previous 13F -244 shares

    0.02% of the 13F portfolio, value $586,890.

    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: 2,956 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 451 shares

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

  6. period ended2025-03-31
    13F 3,651 shares
    Change vs previous 13F -1,011 shares

    0.02% of the 13F portfolio, value $644,511.

    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: 3,139 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 512 shares

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

  7. period ended2024-12-31
    13F 4,662 shares
    Change vs previous 13F -10,528 shares

    0.03% of the 13F portfolio, value $907,271.

    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: 4,568 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 94 shares

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

  8. period ended2024-09-30
    13F 15,190 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,712,478.

    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: 15,190 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 12,150 shares (included in another member's report, not added)

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