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RAYMOND JAMES FINANCIAL INC: DFIV position timeline

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

RAYMOND JAMES FINANCIAL INC held 4,684,862 DFIV 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 4,684,862 shares
    Change vs previous 13F -64,881 shares

    0.07% of the 13F portfolio, value $253,076,267.

    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 4,749,743 shares
    Change vs previous 13F +966,804 shares

    0.08% of the 13F portfolio, value $250,691,456.

    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 3,782,939 shares
    Change vs previous 13F +188,499 shares

    0.06% of the 13F portfolio, value $188,768,687.

    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 3,594,440 shares
    Change vs previous 13F +108,961 shares

    0.05% of the 13F portfolio, value $165,775,594.

    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 3,485,479 shares
    Change vs previous 13F +243,932 shares

    0.05% of the 13F portfolio, value $149,283,037.

    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 3,241,547 shares
    Change vs previous 13F +449,142 shares

    0.05% of the 13F portfolio, value $127,587,286.

    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 2,792,405 shares
    Change vs previous 13F +890,320 shares

    0.04% of the 13F portfolio, value $99,074,522.

    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 1,902,085 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $72,431,390.

    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.: 37,832 shares
    • Raymond James Financial Services Advisors, Inc.: 1,864,253 shares

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