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Transamerica Financial Advisors, LLC: CARY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Transamerica Financial Advisors, LLC on CARY, newest first. How the timeline and the estimate are built.

Transamerica Financial Advisors, LLC held 93,164 CARY shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,164 shares
    Change vs previous 13F -5,893 shares

    0.16% of the 13F portfolio, value $1,936,056.

    13F-HR 0001502149-26-000010 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 99,057 shares
    Change vs previous 13F -7,523 shares

    0.18% of the 13F portfolio, value $2,057,713.

    13F-HR 0001502149-26-000006 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 106,580 shares
    Change vs previous 13F +31,685 shares

    0.19% of the 13F portfolio, value $2,219,582.

    13F-HR 0001502149-26-000003 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 74,895 shares
    Change vs previous 13F -621 shares

    0.13% of the 13F portfolio, value $1,566,057.

    13F-HR 0001502149-25-000029 filed by Transamerica Financial Advisors, 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 75,516 shares
    Change vs previous 13F -1,971 shares

    0.15% of the 13F portfolio, value $1,570,729.

    13F-HR 0001502149-25-000023 filed by Transamerica Financial Advisors, 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 77,487 shares
    Change vs previous 13F -3,292 shares

    0.16% of the 13F portfolio, value $1,609,000.

    13F-HR 0001502149-25-000012 filed by Transamerica Financial Advisors, 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 80,779 shares
    Change vs previous 13F -2,792 shares

    0.16% of the 13F portfolio, value $1,664,000.

    13F-HR 0000099189-25-000006 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 83,571 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,771,000.

    13F-HR 0000778209-24-000030 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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