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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 122,725 VCSH 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 122,725 shares
    Change vs previous 13F +19,987 shares

    0.19% of the 13F portfolio, value $9,698,958.

    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: 77,960 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 44,765 shares

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

  2. period ended2026-03-31
    13F 102,738 shares
    Change vs previous 13F +3,566 shares

    0.18% of the 13F portfolio, value $8,144,031.

    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: 66,670 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 36,068 shares

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

  3. period ended2025-12-31
    13F 99,172 shares
    Change vs previous 13F +46,841 shares

    0.18% of the 13F portfolio, value $7,907,019.

    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: 63,974 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 35,198 shares

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

  4. period ended2025-09-30
    13F 52,331 shares
    Change vs previous 13F +182 shares

    0.1% of the 13F portfolio, value $4,182,819.

    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: 52,241 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 90 shares

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

  5. period ended2025-06-30
    13F 52,149 shares
    Change vs previous 13F +14,297 shares

    0.11% of the 13F portfolio, value $4,145,748.

    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: 52,063 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 86 shares

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

  6. period ended2025-03-31
    13F 37,852 shares
    Change vs previous 13F +27,276 shares

    0.09% of the 13F portfolio, value $2,988,023.

    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: 37,765 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 87 shares

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

  7. period ended2024-12-31
    13F 10,576 shares
    Change vs previous 13F +1,295 shares

    0.03% of the 13F portfolio, value $825,042.

    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: 10,489 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 87 shares

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

  8. period ended2024-09-30
    13F 9,281 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $737,097.

    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: 9,281 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 7,501 shares (included in another member's report, not added)

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