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RAYMOND JAMES FINANCIAL INC: CSWC position timeline

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

RAYMOND JAMES FINANCIAL INC held 269,532 CSWC 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 269,532 shares
    Change vs previous 13F +4,873 shares

    <0.01% of the 13F portfolio, value $6,406,790.

    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 264,659 shares
    Change vs previous 13F -16,354 shares

    <0.01% of the 13F portfolio, value $5,854,243.

    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 281,013 shares
    Change vs previous 13F -21,840 shares

    <0.01% of the 13F portfolio, value $6,224,438.

    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 302,853 shares
    Change vs previous 13F +16,256 shares

    <0.01% of the 13F portfolio, value $6,620,356.

    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 286,597 shares
    Change vs previous 13F -14,003 shares

    <0.01% of the 13F portfolio, value $6,316,595.

    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 300,600 shares
    Change vs previous 13F +105,845 shares

    <0.01% of the 13F portfolio, value $6,709,387.

    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 194,755 shares
    Change vs previous 13F +43,664 shares

    <0.01% of the 13F portfolio, value $4,249,552.

    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 151,091 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,821,088.

    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.: 22,441 shares
    • Raymond James Financial Services Advisors, Inc.: 128,650 shares

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