Skip to content
Disclosery

RAYMOND JAMES FINANCIAL INC: CPZ position timeline

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

RAYMOND JAMES FINANCIAL INC held 384,849 CPZ 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 384,849 shares
    Change vs previous 13F +20,598 shares

    <0.01% of the 13F portfolio, value $5,033,827.

    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 364,251 shares
    Change vs previous 13F -9,683 shares

    <0.01% of the 13F portfolio, value $4,942,890.

    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 373,934 shares
    Change vs previous 13F -81,213 shares

    <0.01% of the 13F portfolio, value $5,466,919.

    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 455,147 shares
    Change vs previous 13F +17,042 shares

    <0.01% of the 13F portfolio, value $7,355,178.

    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 438,105 shares
    Change vs previous 13F +103,935 shares

    <0.01% of the 13F portfolio, value $7,110,440.

    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 334,170 shares
    Change vs previous 13F +28,900 shares

    <0.01% of the 13F portfolio, value $5,199,681.

    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 305,270 shares
    Change vs previous 13F +145,618 shares

    <0.01% of the 13F portfolio, value $4,527,154.

    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 159,652 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,504,624.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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