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RAYMOND JAMES FINANCIAL INC: CGSD position timeline

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

RAYMOND JAMES FINANCIAL INC held 1,516,230 CGSD 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 1,516,230 shares
    Change vs previous 13F +162,148 shares

    0.01% of the 13F portfolio, value $39,012,591.

    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 1,354,082 shares
    Change vs previous 13F +74,471 shares

    0.01% of the 13F portfolio, value $34,921,773.

    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 1,279,611 shares
    Change vs previous 13F +243,296 shares

    0.01% of the 13F portfolio, value $33,282,687.

    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 1,036,315 shares
    Change vs previous 13F +96,382 shares

    0.01% of the 13F portfolio, value $26,923,465.

    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 939,933 shares
    Change vs previous 13F +291,618 shares

    0.01% of the 13F portfolio, value $24,377,155.

    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 648,315 shares
    Change vs previous 13F +104,521 shares

    0.01% of the 13F portfolio, value $16,733,013.

    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 543,794 shares
    Change vs previous 13F +231,550 shares

    0.01% of the 13F portfolio, value $13,942,883.

    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 312,244 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,090,242.

    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.: 15,057 shares
    • Raymond James Financial Services Advisors, Inc.: 297,187 shares

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