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RAYMOND JAMES FINANCIAL INC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RAYMOND JAMES FINANCIAL INC on AEP, newest first. How the timeline and the estimate are built.

RAYMOND JAMES FINANCIAL INC held 2,505,273 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,505,273 shares
    Change vs previous 13F +90,832 shares

    0.09% of the 13F portfolio, value $342,746,383.

    13F-HR 0000720005-26-000071 filed by RAYMOND JAMES FINANCIAL INC
    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 2,414,441 shares
    Change vs previous 13F -474,912 shares

    0.1% of the 13F portfolio, value $316,485,009.

    13F-HR 0000720005-26-000052 filed by RAYMOND JAMES FINANCIAL INC
    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 2,889,353 shares
    Change vs previous 13F -368,785 shares

    0.1% of the 13F portfolio, value $333,172,472.

    13F-HR 0000720005-26-000036 filed by RAYMOND JAMES FINANCIAL INC
    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 3,258,138 shares
    Change vs previous 13F -19,381 shares

    0.12% of the 13F portfolio, value $366,538,880.

    13F-HR 0000720005-25-000087 filed by RAYMOND JAMES FINANCIAL INC
    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 3,277,519 shares
    Change vs previous 13F -52,761 shares

    0.12% of the 13F portfolio, value $340,075,082.

    13F-HR 0000720005-25-000073 filed by RAYMOND JAMES FINANCIAL INC
    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 3,330,280 shares
    Change vs previous 13F +934,287 shares

    0.14% of the 13F portfolio, value $363,899,622.

    13F-HR 0000720005-25-000054 filed by RAYMOND JAMES FINANCIAL INC
    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/A 2,395,993 shares
    Change vs previous 13F +2,133,052 shares

    0.08% of the 13F portfolio, value $220,982,728.

    13F-HR/A 0000720005-25-000047 filed by RAYMOND JAMES FINANCIAL INC
    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 262,941 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $26,977,776.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 28,880 shares
    • Raymond James Financial Services Advisors, Inc.: 234,061 shares

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