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RAYMOND JAMES FINANCIAL INC: DFUV position timeline

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

RAYMOND JAMES FINANCIAL INC held 1,408,163 DFUV 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 1,408,163 shares
    Change vs previous 13F +34,582 shares

    0.02% of the 13F portfolio, value $77,463,023.

    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 1,373,581 shares
    Change vs previous 13F +8,286 shares

    0.02% of the 13F portfolio, value $66,563,738.

    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 1,365,295 shares
    Change vs previous 13F -26,768 shares

    0.02% of the 13F portfolio, value $63,609,094.

    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 1,392,063 shares
    Change vs previous 13F +70,319 shares

    0.02% of the 13F portfolio, value $62,211,283.

    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 1,321,744 shares
    Change vs previous 13F +1,179 shares

    0.02% of the 13F portfolio, value $55,883,337.

    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 1,320,565 shares
    Change vs previous 13F +96,516 shares

    0.02% of the 13F portfolio, value $54,420,498.

    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 1,224,049 shares
    Change vs previous 13F +104,475 shares

    0.02% of the 13F portfolio, value $50,088,062.

    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 1,119,574 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $46,675,046.

    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.: 9,481 shares
    • Raymond James Financial Services Advisors, Inc.: 1,110,093 shares

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