Skip to content
Disclosery

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 2,785 XYZ 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 2,785 shares
    Change vs previous 13F -793 shares

    <0.01% of the 13F portfolio, value $211,660.

    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: 1,645 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,140 shares

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

  2. period ended2026-03-31
    13F 3,578 shares
    Change vs previous 13F +260 shares

    <0.01% of the 13F portfolio, value $215,324.

    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: 2,712 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 866 shares

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

  3. period ended2025-12-31
    13F 3,318 shares
    Change vs previous 13F +355 shares

    <0.01% of the 13F portfolio, value $215,968.

    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: 2,708 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 610 shares

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

  4. period ended2025-09-30
    13F 2,963 shares
    Change vs previous 13F +2,963 shares

    0.01% of the 13F portfolio, value $214,135.

    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: 2,576 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 387 shares

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -3,177 shares

    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: 0 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 3,177 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $270,013.

    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: 3,074 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 103 shares

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