CARY STREET PARTNERS ASSET MANAGEMENT LLC: UE 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 UE, newest first. How the timeline and the estimate are built.
CARY STREET PARTNERS ASSET MANAGEMENT LLC held 9,636 UE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 9,636 sharesChange vs previous 13F +9,636 shares
<0.01% of the 13F portfolio, value $220,472.
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: 9,560 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 76 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -9,635 shares
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: 0 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 9,635 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $207,153.
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: 9,560 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 75 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,635 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $206,092.
13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).