Skip to content
Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 2,677 VRT 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 2,677 shares
    Change vs previous 13F +796 shares

    0.02% of the 13F portfolio, value $896,353.

    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: 809 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,868 shares

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

  2. period ended2026-03-31
    13F 1,881 shares
    Change vs previous 13F +78 shares

    0.01% of the 13F portfolio, value $471,359.

    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: 529 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,352 shares

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

  3. period ended2025-12-31
    13F 1,803 shares
    Change vs previous 13F -1,134 shares

    0.01% of the 13F portfolio, value $292,114.

    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: 534 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,269 shares

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

  4. period ended2025-09-30
    13F 2,937 shares
    Change vs previous 13F -706 shares

    0.01% of the 13F portfolio, value $443,083.

    13F-HR 0001766904-25-000006 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,122 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,815 shares

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

  5. period ended2025-06-30
    13F 3,643 shares
    Change vs previous 13F +747 shares

    0.01% of the 13F portfolio, value $467,801.

    13F-HR 0001766904-25-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,390 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,253 shares

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

  6. period ended2025-03-31
    13F 2,896 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $209,093.

    13F-HR 0001766904-25-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,160 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,736 shares

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