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RAYMOND JAMES FINANCIAL INC: AMG position timeline

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

RAYMOND JAMES FINANCIAL INC held 239,235 AMG 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 239,235 shares
    Change vs previous 13F +7,774 shares

    0.02% of the 13F portfolio, value $80,957,494.

    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 231,461 shares
    Change vs previous 13F -5,436 shares

    0.02% of the 13F portfolio, value $63,579,456.

    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 236,897 shares
    Change vs previous 13F +44,011 shares

    0.02% of the 13F portfolio, value $68,435,552.

    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 192,886 shares
    Change vs previous 13F +75,139 shares

    0.01% of the 13F portfolio, value $45,989,811.

    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 117,747 shares
    Change vs previous 13F -7,301 shares

    0.01% of the 13F portfolio, value $23,169,079.

    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 125,048 shares
    Change vs previous 13F -30,791 shares

    0.01% of the 13F portfolio, value $21,011,813.

    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 155,839 shares
    Change vs previous 13F +150,269 shares

    0.01% of the 13F portfolio, value $28,817,743.

    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 5,570 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $990,347.

    13F-HR 0001088950-24-000009 filed by RAYMOND JAMES TRUST N.A.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 4,407 shares
    • Raymond James Financial Services Advisors, Inc.: 1,163 shares

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