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RAYMOND JAMES FINANCIAL INC: CLOA position timeline

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

RAYMOND JAMES FINANCIAL INC held 75,501 CLOA 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 75,501 shares
    Change vs previous 13F +3,828 shares

    <0.01% of the 13F portfolio, value $3,919,278.

    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 71,673 shares
    Change vs previous 13F +15,868 shares

    <0.01% of the 13F portfolio, value $3,715,170.

    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 55,805 shares
    Change vs previous 13F +13,099 shares

    <0.01% of the 13F portfolio, value $2,887,607.

    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 42,706 shares
    Change vs previous 13F -2,296 shares

    <0.01% of the 13F portfolio, value $2,219,218.

    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 45,002 shares
    Change vs previous 13F +20,243 shares

    <0.01% of the 13F portfolio, value $2,336,504.

    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 24,759 shares
    Change vs previous 13F +2,920 shares

    <0.01% of the 13F portfolio, value $1,282,021.

    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 21,839 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,130,605.

    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).