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RAYMOND JAMES FINANCIAL INC: AIO position timeline

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

RAYMOND JAMES FINANCIAL INC held 160,042 AIO 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 160,042 shares
    Change vs previous 13F +24,272 shares

    <0.01% of the 13F portfolio, value $4,492,358.

    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 135,770 shares
    Change vs previous 13F +11,852 shares

    <0.01% of the 13F portfolio, value $2,906,837.

    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 123,918 shares
    Change vs previous 13F -10,706 shares

    <0.01% of the 13F portfolio, value $2,695,216.

    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 134,624 shares
    Change vs previous 13F +27,089 shares

    <0.01% of the 13F portfolio, value $3,235,013.

    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 107,535 shares
    Change vs previous 13F +8,776 shares

    <0.01% of the 13F portfolio, value $2,669,031.

    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 98,759 shares
    Change vs previous 13F +6,620 shares

    <0.01% of the 13F portfolio, value $2,037,389.

    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 92,139 shares
    Change vs previous 13F +63,353 shares

    <0.01% of the 13F portfolio, value $2,272,147.

    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 28,786 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $632,428.

    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.: 13,610 shares
    • Raymond James Financial Services Advisors, Inc.: 15,176 shares

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