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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 2,484 VRSK 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 2,484 shares
    Change vs previous 13F +741 shares

    0.01% of the 13F portfolio, value $446,051.

    13F-HR 0001766904-26-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 377 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,107 shares

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

  2. period ended2026-03-31
    13F 1,743 shares
    Change vs previous 13F +191 shares

    0.01% of the 13F portfolio, value $330,838.

    13F-HR 0001766904-26-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 412 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,331 shares

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

  3. period ended2025-12-31
    13F 1,552 shares
    Change vs previous 13F +717 shares

    0.01% of the 13F portfolio, value $347,362.

    13F-HR 0001766904-26-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 468 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,084 shares

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

  4. period ended2025-09-30
    13F 835 shares
    Change vs previous 13F -36 shares

    0.01% of the 13F portfolio, value $210,230.

    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: 458 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 377 shares

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

  5. period ended2025-06-30
    13F 871 shares
    Change vs previous 13F -35 shares

    0.01% of the 13F portfolio, value $271,591.

    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: 528 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 343 shares

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

  6. period ended2025-03-31
    13F 906 shares
    Change vs previous 13F -210 shares

    0.01% of the 13F portfolio, value $269,606.

    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: 588 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 318 shares

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

  7. period ended2024-12-31
    13F 1,116 shares
    Change vs previous 13F -78 shares

    0.01% of the 13F portfolio, value $307,398.

    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: 899 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 217 shares

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

  8. period ended2024-09-30
    13F 1,194 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $319,945.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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