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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 97,526 TOST 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 97,526 shares
    Change vs previous 13F +614 shares

    0.05% of the 13F portfolio, value $2,713,175.

    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: 96,485 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,041 shares

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

  2. period ended2026-03-31
    13F 96,912 shares
    Change vs previous 13F +40,438 shares

    0.06% of the 13F portfolio, value $2,569,137.

    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: 96,545 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 367 shares

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

  3. period ended2025-12-31
    13F 56,474 shares
    Change vs previous 13F -1,941 shares

    0.05% of the 13F portfolio, value $2,005,393.

    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: 56,140 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 334 shares

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

  4. period ended2025-09-30
    13F 58,415 shares
    Change vs previous 13F -3,647 shares

    0.05% of the 13F portfolio, value $2,132,732.

    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: 58,002 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 413 shares

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

  5. period ended2025-06-30
    13F 62,062 shares
    Change vs previous 13F +49,376 shares

    0.07% of the 13F portfolio, value $2,748,726.

    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: 61,756 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 306 shares

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

  6. period ended2025-03-31
    13F 12,686 shares
    Change vs previous 13F +73 shares

    0.01% of the 13F portfolio, value $420,795.

    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: 12,510 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 176 shares

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

  7. period ended2024-12-31
    13F 12,613 shares
    Change vs previous 13F +70 shares

    0.01% of the 13F portfolio, value $459,744.

    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: 12,608 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5 shares

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

  8. period ended2024-09-30
    13F 12,543 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $355,093.

    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: 12,543 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 12,460 shares (included in another member's report, not added)

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