Skip to content
Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 4,115 TRU 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 4,115 shares
    Change vs previous 13F -464 shares

    0.01% of the 13F portfolio, value $296,896.

    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: 778 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,337 shares

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

  2. period ended2026-03-31
    13F 4,579 shares
    Change vs previous 13F +223 shares

    0.01% of the 13F portfolio, value $316,860.

    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: 809 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,770 shares

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

  3. period ended2025-12-31
    13F 4,356 shares
    Change vs previous 13F +1,650 shares

    0.01% of the 13F portfolio, value $373,575.

    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: 1,104 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,252 shares

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

  4. period ended2025-09-30
    13F 2,706 shares
    Change vs previous 13F -197 shares

    0.01% of the 13F portfolio, value $226,755.

    13F-HR 0001766904-25-000006 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,130 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,576 shares

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

  5. period ended2025-06-30
    13F 2,903 shares
    Change vs previous 13F -505 shares

    0.01% of the 13F portfolio, value $255,513.

    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: 1,980 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 923 shares

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

  6. period ended2025-03-31
    13F 3,408 shares
    Change vs previous 13F -1,127 shares

    0.01% of the 13F portfolio, value $282,820.

    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: 2,499 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 909 shares

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

  7. period ended2024-12-31
    13F 4,535 shares
    Change vs previous 13F +206 shares

    0.01% of the 13F portfolio, value $420,445.

    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: 3,950 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 585 shares

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

  8. period ended2024-09-30
    13F 4,329 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $453,247.

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

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