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RAYMOND JAMES FINANCIAL INC: AGM position timeline

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

RAYMOND JAMES FINANCIAL INC held 205,183 AGM 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 205,183 shares
    Change vs previous 13F -9,502 shares

    0.01% of the 13F portfolio, value $40,886,657.

    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 214,685 shares
    Change vs previous 13F -8,977 shares

    0.01% of the 13F portfolio, value $31,498,564.

    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 223,662 shares
    Change vs previous 13F +40,917 shares

    0.01% of the 13F portfolio, value $39,435,034.

    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 182,745 shares
    Change vs previous 13F +28,228 shares

    0.01% of the 13F portfolio, value $30,697,358.

    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 154,517 shares
    Change vs previous 13F +13,559 shares

    0.01% of the 13F portfolio, value $30,019,488.

    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 140,958 shares
    Change vs previous 13F -5,851 shares

    0.01% of the 13F portfolio, value $26,431,006.

    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 146,809 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $28,914,175.

    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).