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RAYMOND JAMES FINANCIAL INC: CEF position timeline

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

RAYMOND JAMES FINANCIAL INC held 903,921 CEF 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 903,921 shares
    Change vs previous 13F -35,134 shares

    0.01% of the 13F portfolio, value $36,364,747.

    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 939,055 shares
    Change vs previous 13F -137,377 shares

    0.01% of the 13F portfolio, value $44,811,722.

    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 1,076,432 shares
    Change vs previous 13F -53,280 shares

    0.02% of the 13F portfolio, value $49,300,608.

    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 1,129,712 shares
    Change vs previous 13F +73,201 shares

    0.01% of the 13F portfolio, value $41,449,151.

    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 1,056,511 shares
    Change vs previous 13F -142,028 shares

    0.01% of the 13F portfolio, value $31,801,001.

    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 1,198,539 shares
    Change vs previous 13F +16,329 shares

    0.01% of the 13F portfolio, value $34,050,499.

    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 1,182,210 shares
    Change vs previous 13F +740,058 shares

    0.01% of the 13F portfolio, value $28,089,327.

    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 442,152 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,828,303.

    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.: 17,296 shares
    • Raymond James Financial Services Advisors, Inc.: 424,856 shares

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