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RAYMOND JAMES FINANCIAL INC: BDC position timeline

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

RAYMOND JAMES FINANCIAL INC held 24,696 BDC 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 24,696 shares
    Change vs previous 13F -422 shares

    <0.01% of the 13F portfolio, value $2,961,337.

    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 25,118 shares
    Change vs previous 13F -2,104 shares

    <0.01% of the 13F portfolio, value $2,884,337.

    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 27,222 shares
    Change vs previous 13F +926 shares

    <0.01% of the 13F portfolio, value $3,172,760.

    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 26,296 shares
    Change vs previous 13F -3,040 shares

    <0.01% of the 13F portfolio, value $3,162,652.

    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 29,336 shares
    Change vs previous 13F -14,190 shares

    <0.01% of the 13F portfolio, value $3,397,137.

    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 43,526 shares
    Change vs previous 13F -12,431 shares

    <0.01% of the 13F portfolio, value $4,363,503.

    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 55,957 shares
    Change vs previous 13F +45,715 shares

    <0.01% of the 13F portfolio, value $6,301,337.

    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 10,242 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,199,661.

    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).