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Cary Street Partners Investment Advisory LLCCoreDiversified active

CIK: 0001766904 | RICHMOND, VA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR4387$494.2M2026-07-17SEC ↗
Q1 2026
13F-HR3844$391.5M2026-04-29SEC ↗
Q4 2025
13F-HR3477$370.3M2026-02-09SEC ↗
Q3 2025
13F-HR2923$239.2M2025-11-10SEC ↗
Q2 2025
13F-HR2961$206.4M2025-08-13SEC ↗
Q1 2025
13F-HR2915$173.3M2025-05-09SEC ↗
Q4 2024
13F-HR1955$152.3M2025-02-14SEC ↗
Q3 2024
13F-HR2623$2.7B2024-10-30SEC ↗
Q2 2024
13F-HR2551$2.5B2024-07-22SEC ↗
Q1 2024
13F-HR2279$2.4B2024-04-30SEC ↗
Q4 2023Amended
13F-HR/A257$360.7K2024-02-05SEC ↗
Q3 2023
13F-HR3045$1.9B2023-11-13SEC ↗
Q2 2023
13F-HR1752$1.6B2023-08-10SEC ↗
Q1 2023
13F-HR1681$1.4B2023-05-12SEC ↗
Q4 2022
13F-HR1656$1.4B2023-02-14SEC ↗
Q3 2022
13F-HR503$117.1M2022-11-14SEC ↗
Q2 2022
13F-HR551$74.0M2022-08-15SEC ↗
Q1 2022
13F-HR273$13.6M2022-05-16SEC ↗
Q4 2021
13F-HR257$13.2M2022-02-14SEC ↗
Q3 2021
13F-HR242$11.8M2021-11-15SEC ↗
Q2 2021
13F-HR316$14.8M2021-08-16SEC ↗
Q1 2021
13F-HR310$10.5M2021-05-17SEC ↗
Q4 2020
13F-HR355$19.6M2021-02-12SEC ↗
Q3 2020
13F-HR978$26.5M2020-11-12SEC ↗
Q2 2020
13F-HR110$3.2M2020-08-05SEC ↗
Q1 2020
13F-HR72$1.6M2020-04-21SEC ↗
Q4 2019
13F-HR122$2.5M2020-02-10SEC ↗
Q4 2018
13F-HR103$1.7M2019-02-06SEC ↗