CARY STREET PARTNERS FINANCIAL LLC SEC EDGAR Filings (CIK 0001475045)

SEC EDGAR filings, ownership reports, and insider transactions for CARY STREET PARTNERS FINANCIAL LLC.

Business address
901 East Byrd Street, Suite 1001, Richmond, VA, 23219
Top securities (13F)
AAPL, VTV, VUG, MSFT, GOOG, TACK, FLXR, JEPI, EFG, AMZN, VB, GOOGL, JPIE, EFV, JGRO, VTI, BRKB, NVDA, SPY, and PBL
State of incorporation
VA
Fiscal year end
31 December
Former names
LUXON FINANCIAL LLC (to 19 Jul 2019), Cary Street Partners Holdings, LLC (to 15 Aug 2017)
CARY STREET PARTNERS FINANCIAL LLC has filed 34 SEC EDGAR filings since 20 Nov 2009

Latest Filings

Recent SEC filings for CARY STREET PARTNERS FINANCIAL LLC including 13F-HR, N-PX, 13F-NT and more.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2026 31 Dec 2025 028-23044
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Nov 2025 30 Sep 2025 028-23044
N-PX Open N-PX document View SEC filing for N-PX 25 Aug 2025 30 Jun 2025 028-23044
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2025 30 Jun 2025 028-23044
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2025 31 Mar 2025 028-23044
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2025 31 Dec 2024 028-23044
13F-NT Open 13F-NT document View SEC filing for 13F-NT 30 Oct 2024 30 Sep 2024 028-23044
D/A Open D/A document View SEC filing for D/A 25 Oct 2024 021-516243
N-PX Open N-PX document View SEC filing for N-PX 19 Aug 2024 30 Jun 2024 028-23044
D/A Open D/A document View SEC filing for D/A 02 Aug 2024 021-516243
13F-NT Open 13F-NT document View SEC filing for 13F-NT 22 Jul 2024 30 Jun 2024 028-23044
D Open D document View SEC filing for D 17 Jun 2024 021-516243
13F-NT Open 13F-NT document View SEC filing for 13F-NT 30 Apr 2024 31 Mar 2024 028-23044
13F-NT Open 13F-NT document View SEC filing for 13F-NT 05 Feb 2024 31 Dec 2023 028-23044
13F-NT Open 13F-NT document View SEC filing for 13F-NT 14 Nov 2023 30 Sep 2023 028-23044
D/A Open D/A document View SEC filing for D/A 08 Nov 2023 021-480323
13F-NT Open 13F-NT document View SEC filing for 13F-NT 10 Aug 2023 30 Jun 2023 028-23044
13F-NT Open 13F-NT document View SEC filing for 13F-NT 12 May 2023 31 Mar 2023 028-23044
D Open D document View SEC filing for D 28 Apr 2023 021-480323
13F-NT Open 13F-NT document View SEC filing for 13F-NT 14 Feb 2023 31 Dec 2022 028-23044
D Open D document View SEC filing for D 20 Jul 2022 021-453064
D Open D document View SEC filing for D 30 Jun 2022 021-450877
D Open D document View SEC filing for D 18 Apr 2022 021-442312
D Open D document View SEC filing for D 30 Jun 2021 021-404757
D Open D document View SEC filing for D 30 Jun 2020 021-370013
D/A Open D/A document View SEC filing for D/A 19 Jul 2019 021-334756
D Open D document View SEC filing for D 01 May 2019 021-338582
D Open D document View SEC filing for D 13 Mar 2019 021-334756
D Open D document View SEC filing for D 15 Aug 2017 021-292791
D Open D document View SEC filing for D 01 May 2017 021-285777
D/A Open D/A document View SEC filing for D/A 27 Jul 2016 021-224983
D Open D document View SEC filing for D 18 Sep 2014 021-224983
D Open D document View SEC filing for D 12 Mar 2013 021-193126

About this filer

CARY STREET PARTNERS FINANCIAL LLC files with the SEC under CIK 0001475045. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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