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RAYMOND JAMES FINANCIAL INC: CWB position timeline

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

RAYMOND JAMES FINANCIAL INC held 354,204 CWB 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 354,204 shares
    Change vs previous 13F +43,426 shares

    0.01% of the 13F portfolio, value $38,190,305.

    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 310,778 shares
    Change vs previous 13F -212,953 shares

    0.01% of the 13F portfolio, value $28,442,340.

    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 523,731 shares
    Change vs previous 13F +221,819 shares

    0.01% of the 13F portfolio, value $46,716,849.

    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 301,912 shares
    Change vs previous 13F -61,080 shares

    0.01% of the 13F portfolio, value $27,323,069.

    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 362,992 shares
    Change vs previous 13F +25,039 shares

    0.01% of the 13F portfolio, value $30,004,902.

    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 337,953 shares
    Change vs previous 13F +69,034 shares

    0.01% of the 13F portfolio, value $25,893,978.

    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 268,919 shares
    Change vs previous 13F +75,216 shares

    0.01% of the 13F portfolio, value $20,946,130.

    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 193,703 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $14,835,744.

    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.: 3,902 shares
    • Raymond James Financial Services Advisors, Inc.: 189,801 shares

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