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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 18,051 TT 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 18,051 shares
    Change vs previous 13F -245 shares

    0.17% of the 13F portfolio, value $8,866,116.

    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: 16,834 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,217 shares

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

  2. period ended2026-03-31
    13F 18,296 shares
    Change vs previous 13F +214 shares

    0.17% of the 13F portfolio, value $7,624,833.

    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: 17,118 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,178 shares

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

  3. period ended2025-12-31
    13F 18,082 shares
    Change vs previous 13F +67 shares

    0.16% of the 13F portfolio, value $7,037,662.

    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: 17,229 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 853 shares

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

  4. period ended2025-09-30
    13F 18,015 shares
    Change vs previous 13F +92 shares

    0.19% of the 13F portfolio, value $7,601,785.

    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: 17,170 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 845 shares

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

  5. period ended2025-06-30
    13F 17,923 shares
    Change vs previous 13F -161 shares

    0.21% of the 13F portfolio, value $7,839,881.

    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: 17,111 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 812 shares

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

  6. period ended2025-03-31
    13F 18,084 shares
    Change vs previous 13F +1,543 shares

    0.18% of the 13F portfolio, value $6,093,000.

    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: 17,396 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 688 shares

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

  7. period ended2024-12-31
    13F 16,541 shares
    Change vs previous 13F +590 shares

    0.19% of the 13F portfolio, value $6,109,572.

    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: 15,982 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 559 shares

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

  8. period ended2024-09-30
    13F 15,951 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,200,631.

    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: 15,951 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 1,275 shares (included in another member's report, not added)

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