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RAYMOND JAMES FINANCIAL INC: CMBS position timeline

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

RAYMOND JAMES FINANCIAL INC held 137,709 CMBS 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 137,709 shares
    Change vs previous 13F +25,020 shares

    <0.01% of the 13F portfolio, value $6,699,530.

    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 112,689 shares
    Change vs previous 13F +5,473 shares

    <0.01% of the 13F portfolio, value $5,491,336.

    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 107,216 shares
    Change vs previous 13F +49,114 shares

    <0.01% of the 13F portfolio, value $5,262,150.

    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 58,102 shares
    Change vs previous 13F +9,468 shares

    <0.01% of the 13F portfolio, value $2,851,062.

    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 48,634 shares
    Change vs previous 13F -8,117 shares

    <0.01% of the 13F portfolio, value $2,369,460.

    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 56,751 shares
    Change vs previous 13F +1,044 shares

    <0.01% of the 13F portfolio, value $2,724,009.

    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 55,707 shares
    Change vs previous 13F +33,108 shares

    <0.01% of the 13F portfolio, value $2,629,362.

    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 22,599 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,105,770.

    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.: 6,337 shares
    • Raymond James Financial Services Advisors, Inc.: 16,262 shares

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