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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 141,184 VOT 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 141,184 shares
    Change vs previous 13F +24,214 shares

    0.85% of the 13F portfolio, value $43,244,462.

    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: 126,973 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 14,211 shares

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

  2. period ended2026-03-31
    13F 116,970 shares
    Change vs previous 13F +14,151 shares

    0.68% of the 13F portfolio, value $30,102,258.

    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: 106,626 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 10,344 shares

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

  3. period ended2025-12-31
    13F 102,819 shares
    Change vs previous 13F +26,960 shares

    0.65% of the 13F portfolio, value $28,700,979.

    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: 95,219 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,600 shares

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

  4. period ended2025-09-30
    13F 75,859 shares
    Change vs previous 13F +4,070 shares

    0.58% of the 13F portfolio, value $22,286,676.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 71,789 shares
    Change vs previous 13F +40,615 shares

    0.57% of the 13F portfolio, value $20,416,177.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 31,174 shares
    Change vs previous 13F -743 shares

    0.24% of the 13F portfolio, value $7,626,449.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 31,917 shares
    Change vs previous 13F +9,140 shares

    0.26% of the 13F portfolio, value $8,098,989.

    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: 31,917 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  8. period ended2024-09-30
    13F 22,777 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,545,529.

    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: 22,777 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 6,263 shares (included in another member's report, not added)

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