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RAYMOND JAMES FINANCIAL INC: ATR position timeline

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

RAYMOND JAMES FINANCIAL INC held 252,583 ATR 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 252,583 shares
    Change vs previous 13F +8,340 shares

    0.01% of the 13F portfolio, value $31,623,368.

    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 244,243 shares
    Change vs previous 13F +61,006 shares

    0.01% of the 13F portfolio, value $30,779,450.

    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 183,237 shares
    Change vs previous 13F +104,620 shares

    0.01% of the 13F portfolio, value $22,347,546.

    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 78,617 shares
    Change vs previous 13F +4,299 shares

    <0.01% of the 13F portfolio, value $10,507,878.

    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 74,318 shares
    Change vs previous 13F -35,459 shares

    <0.01% of the 13F portfolio, value $11,625,423.

    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 109,777 shares
    Change vs previous 13F -29,889 shares

    0.01% of the 13F portfolio, value $16,288,686.

    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 139,666 shares
    Change vs previous 13F +124,956 shares

    0.01% of the 13F portfolio, value $21,941,467.

    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 14,710 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,356,439.

    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.: 2,199 shares
    • Raymond James Financial Services Advisors, Inc.: 12,511 shares

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