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RAYMOND JAMES FINANCIAL INC: AGD position timeline

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

RAYMOND JAMES FINANCIAL INC held 889,919 AGD 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 889,919 shares
    Change vs previous 13F +55,779 shares

    <0.01% of the 13F portfolio, value $10,776,922.

    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 834,140 shares
    Change vs previous 13F +296,625 shares

    <0.01% of the 13F portfolio, value $9,008,707.

    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 537,515 shares
    Change vs previous 13F +67,972 shares

    <0.01% of the 13F portfolio, value $6,267,430.

    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 469,543 shares
    Change vs previous 13F +96,521 shares

    <0.01% of the 13F portfolio, value $6,254,319.

    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 373,022 shares
    Change vs previous 13F +168,549 shares

    <0.01% of the 13F portfolio, value $4,118,162.

    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 204,473 shares
    Change vs previous 13F +70,791 shares

    <0.01% of the 13F portfolio, value $2,036,550.

    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 133,682 shares
    Change vs previous 13F +84,259 shares

    <0.01% of the 13F portfolio, value $1,310,087.

    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 49,423 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $524,873.

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

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