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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 88,386 UPWK 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 88,386 shares
    Change vs previous 13F -14,510 shares

    0.01% of the 13F portfolio, value $738,907.

    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: 85,219 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,167 shares

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

  2. period ended2026-03-31
    13F 102,896 shares
    Change vs previous 13F -24 shares

    0.03% of the 13F portfolio, value $1,127,740.

    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: 99,230 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,666 shares

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

  3. period ended2025-12-31
    13F 102,920 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $2,039,875.

    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: 99,230 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,690 shares

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

  4. period ended2025-09-30
    13F 102,920 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,911,224.

    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: 102,920 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  5. period ended2025-06-30
    13F 102,920 shares
    Change vs previous 13F -6,002 shares

    0.04% of the 13F portfolio, value $1,383,245.

    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: 102,670 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 250 shares

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

  6. period ended2025-03-31
    13F 108,922 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,421,433.

    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: 108,672 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 250 shares

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

  7. period ended2024-12-31
    13F 108,922 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,780,875.

    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: 108,672 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 250 shares

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