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RAYMOND JAMES FINANCIAL INC: BRTR position timeline

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

RAYMOND JAMES FINANCIAL INC held 223,094 BRTR 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 223,094 shares
    Change vs previous 13F +12,596 shares

    <0.01% of the 13F portfolio, value $11,227,206.

    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 210,498 shares
    Change vs previous 13F +45,108 shares

    <0.01% of the 13F portfolio, value $10,564,894.

    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 165,390 shares
    Change vs previous 13F +33,806 shares

    <0.01% of the 13F portfolio, value $8,397,660.

    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 131,584 shares
    Change vs previous 13F +7,455 shares

    <0.01% of the 13F portfolio, value $6,709,350.

    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 124,129 shares
    Change vs previous 13F -3,167 shares

    <0.01% of the 13F portfolio, value $6,272,859.

    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 127,296 shares
    Change vs previous 13F +122,745 shares

    <0.01% of the 13F portfolio, value $6,410,626.

    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 4,551 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $224,455.

    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).