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RAYMOND JAMES FINANCIAL INC: CGDV position timeline

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

RAYMOND JAMES FINANCIAL INC held 27,792,280 CGDV 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 27,792,280 shares
    Change vs previous 13F +1,957,313 shares

    0.37% of the 13F portfolio, value $1,369,603,565.

    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 25,834,967 shares
    Change vs previous 13F +2,243,724 shares

    0.34% of the 13F portfolio, value $1,099,019,497.

    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 23,591,243 shares
    Change vs previous 13F +1,465,566 shares

    0.32% of the 13F portfolio, value $1,029,521,856.

    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 22,125,677 shares
    Change vs previous 13F +2,772,053 shares

    0.3% of the 13F portfolio, value $929,942,208.

    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 19,353,624 shares
    Change vs previous 13F +1,999,975 shares

    0.26% of the 13F portfolio, value $764,274,609.

    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 17,353,649 shares
    Change vs previous 13F +301,908 shares

    0.23% of the 13F portfolio, value $618,484,036.

    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 17,051,741 shares
    Change vs previous 13F +7,246,691 shares

    0.22% of the 13F portfolio, value $601,244,404.

    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 9,805,050 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $357,296,025.

    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.: 151,397 shares
    • Raymond James Financial Services Advisors, Inc.: 9,653,653 shares

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