State location: VA | State of Inc.: VA | Fiscal Year End: 1231
formerly: Cary Street Partners Holdings, LLC (filings through 2017-08-15)
formerly: LUXON FINANCIAL LLC (filings through 2019-07-19)
| Filings | Format | Description | Filing Date | File/Film Number |
|---|---|---|---|---|
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001475045-25-000001 (34 Act) Size: 725 KB |
2025-02-14 | 028-23044 25624771 |
| 13F-NT | Documents | Quarterly report filed by institutional managers, Notice Acc-no: 0001475045-24-000011 (34 Act) Size: 3 KB |
2024-10-30 | 028-23044 241407710 |
| D/A | Documents | [Amend] Notice of Exempt Offering of Securities, item 06b
Acc-no: 0001475045-24-000010 (33 Act) Size: 16 KB |
2024-10-25 | 021-516243 241397767 |
| N-PX | Documents | Annual Report of proxy voting record of management investment companies Acc-no: 0001475045-24-000009 (34 Act) Size: 3 KB |
2024-08-19 | 028-23044 241220272 |
| D/A | Documents | [Amend] Notice of Exempt Offering of Securities, item 06b
Acc-no: 0001475045-24-000005 (33 Act) Size: 17 KB |
2024-08-02 | 021-516243 241169092 |
| 13F-NT | Documents | Quarterly report filed by institutional managers, Notice Acc-no: 0001475045-24-000004 (34 Act) Size: 3 KB |
2024-07-22 | 028-23044 241130868 |
| D | Documents | Notice of Exempt Offering of Securities, item 06b
Acc-no: 0001475045-24-000003 (33 Act) Size: 17 KB |
2024-06-17 | 021-516243 241049321 |
| 13F-NT | Documents | Quarterly report filed by institutional managers, Notice Acc-no: 0001766904-24-000005 (34 Act) Size: 3 KB |
2024-04-30 | 028-23044 24894572 |
| 13F-NT | Documents | Quarterly report filed by institutional managers, Notice Acc-no: 0001475045-24-000002 (34 Act) Size: 3 KB |
2024-02-05 | 028-23044 24596293 |
| 13F-NT | Documents | Quarterly report filed by institutional managers, Notice Acc-no: 0001475045-23-000009 (34 Act) Size: 3 KB |
2023-11-14 | 028-23044 231402299 |
| D/A | Documents | [Amend] Notice of Exempt Offering of Securities, item 06b
Acc-no: 0001475045-23-000007 (33 Act) Size: 16 KB |
2023-11-08 | 021-480323 231387867 |
| 13F-NT | Documents | Quarterly report filed by institutional managers, Notice Acc-no: 0001475045-23-000005 (34 Act) Size: 3 KB |
2023-08-10 | 028-23044 231158599 |
| 13F-NT | Documents | Quarterly report filed by institutional managers, Notice Acc-no: 0001845445-23-000003 (34 Act) Size: 3 KB |
2023-05-12 | 028-23044 23915327 |
| D | Documents | Notice of Exempt Offering of Securities, item 06b
Acc-no: 0001475045-23-000003 (33 Act) Size: 15 KB |
2023-04-28 | 021-480323 23863014 |
| 13F-NT | Documents | Quarterly report filed by institutional managers, Notice Acc-no: 0001475045-23-000002 (34 Act) Size: 3 KB |
2023-02-14 | 028-23044 23627807 |
| D | Documents | Notice of Exempt Offering of Securities, item 06b
Acc-no: 0001475045-22-000003 (33 Act) Size: 15 KB |
2022-07-20 | 021-453064 221093643 |
| D | Documents | Notice of Exempt Offering of Securities, item 06b
Acc-no: 0001475045-22-000002 (33 Act) Size: 15 KB |
2022-06-30 | 021-450877 221058578 |
| D | Documents | Notice of Exempt Offering of Securities, item 06b
Acc-no: 0001475045-22-000001 (33 Act) Size: 15 KB |
2022-04-18 | 021-442312 22832069 |
| D | Documents | Notice of Exempt Offering of Securities, item 06b
Acc-no: 0001475045-21-000001 (33 Act) Size: 14 KB |
2021-06-30 | 021-404757 211061405 |
| D | Documents | Notice of Exempt Offering of Securities, item 06b
Acc-no: 0001475045-20-000002 (33 Act) Size: 16 KB |
2020-06-30 | 021-370013 201002312 |
| D/A | Documents | [Amend] Notice of Exempt Offering of Securities, item 06b
Acc-no: 0001475045-19-000004 (33 Act) Size: 14 KB |
2019-07-19 | 021-334756 19963104 |
| D | Documents | Notice of Exempt Offering of Securities, item 06b
Acc-no: 0001475045-19-000003 (33 Act) Size: 16 KB |
2019-05-01 | 021-338582 19787019 |
| D | Documents | Notice of Exempt Offering of Securities, item 06b
Acc-no: 0001475045-19-000002 (33 Act) Size: 13 KB |
2019-03-13 | 021-334756 19678013 |
| D | Documents | Notice of Exempt Offering of Securities, items 04 and 06b
Acc-no: 0001475045-17-000002 (33 Act) Size: 14 KB |
2017-08-15 | 021-292791 171031996 |
| D | Documents | Notice of Exempt Offering of Securities, item 06b
Acc-no: 0001475045-17-000001 (33 Act) Size: 15 KB |
2017-05-01 | 021-285777 17798505 |
| D/A | Documents | [Amend] Notice of Exempt Offering of Securities, item 06b
Acc-no: 0001475045-16-000001 (33 Act) Size: 17 KB |
2016-07-27 | 021-224983 161786358 |
| D | Documents | Notice of Exempt Offering of Securities, item 06b
Acc-no: 0001475045-14-000001 (33 Act) Size: 11 KB |
2014-09-18 | 021-224983 141110034 |
| D | Documents | Notice of Exempt Offering of Securities, item 06
Acc-no: 0001475045-13-000001 (33 Act) Size: 12 KB |
2013-03-12 | 021-193126 13683260 |
| D | Documents | Notice of Exempt Offering of Securities, item 06
Acc-no: 0001475045-09-000001 (33 Act) Size: 12 KB |
2009-11-20 | 021-136300 091197591 |