OSTERWEIS CAPITAL MANAGEMENT INC: RJF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSTERWEIS CAPITAL MANAGEMENT INC on RJF, newest first. How the timeline and the estimate are built.

OSTERWEIS CAPITAL MANAGEMENT INC held 445 RJF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 445 shares
Change vs previous 13F -115 shares
<0.01% of the 13F portfolio, value $67,653.
13F-HR 0001007524-26-000003 filed by OSTERWEIS CAPITAL MANAGEMENT INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 560 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $81,082.
13F-HR 0001007524-26-000002 filed by OSTERWEIS CAPITAL MANAGEMENT INC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).