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RAYMOND JAMES FINANCIAL INC: DOL position timeline

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

RAYMOND JAMES FINANCIAL INC held 67,264 DOL 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 67,264 shares
    Change vs previous 13F +8,547 shares

    <0.01% of the 13F portfolio, value $5,002,047.

    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 58,717 shares
    Change vs previous 13F +15,829 shares

    <0.01% of the 13F portfolio, value $3,991,967.

    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 42,888 shares
    Change vs previous 13F +14,757 shares

    <0.01% of the 13F portfolio, value $2,824,208.

    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 28,131 shares
    Change vs previous 13F +4,613 shares

    <0.01% of the 13F portfolio, value $1,751,292.

    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 23,518 shares
    Change vs previous 13F +10,767 shares

    <0.01% of the 13F portfolio, value $1,400,896.

    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 12,751 shares
    Change vs previous 13F -426 shares

    <0.01% of the 13F portfolio, value $702,201.

    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 13,177 shares
    Change vs previous 13F +6,159 shares

    <0.01% of the 13F portfolio, value $651,473.

    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 7,018 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $378,738.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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