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RAYMOND JAMES FINANCIAL INC: DFAT position timeline

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

RAYMOND JAMES FINANCIAL INC held 1,834,767 DFAT 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 1,834,767 shares
    Change vs previous 13F -213,946 shares

    0.03% of the 13F portfolio, value $128,250,214.

    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 2,048,713 shares
    Change vs previous 13F +269,872 shares

    0.04% of the 13F portfolio, value $127,942,128.

    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 1,778,841 shares
    Change vs previous 13F +92,290 shares

    0.03% of the 13F portfolio, value $105,912,198.

    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 1,686,551 shares
    Change vs previous 13F +133,327 shares

    0.03% of the 13F portfolio, value $98,174,114.

    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 1,553,224 shares
    Change vs previous 13F +141,640 shares

    0.03% of the 13F portfolio, value $83,811,986.

    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 1,411,584 shares
    Change vs previous 13F +167,815 shares

    0.03% of the 13F portfolio, value $72,682,503.

    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 1,243,769 shares
    Change vs previous 13F +379,673 shares

    0.03% of the 13F portfolio, value $69,228,139.

    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 864,096 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $48,069,664.

    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.: 3,747 shares
    • Raymond James Financial Services Advisors, Inc.: 860,349 shares

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