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RAYMOND JAMES FINANCIAL INC: DVY position timeline

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

RAYMOND JAMES FINANCIAL INC held 1,229,015 DVY 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 1,229,015 shares
    Change vs previous 13F +44,521 shares

    0.05% of the 13F portfolio, value $192,095,047.

    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 1,184,494 shares
    Change vs previous 13F +14,004 shares

    0.06% of the 13F portfolio, value $179,344,342.

    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 1,170,490 shares
    Change vs previous 13F +111,048 shares

    0.05% of the 13F portfolio, value $165,202,901.

    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 1,059,442 shares
    Change vs previous 13F -10,255 shares

    0.05% of the 13F portfolio, value $150,546,720.

    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 1,069,697 shares
    Change vs previous 13F -145,611 shares

    0.05% of the 13F portfolio, value $142,066,382.

    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 1,215,308 shares
    Change vs previous 13F +24,643 shares

    0.06% of the 13F portfolio, value $163,203,595.

    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 1,190,665 shares
    Change vs previous 13F +412,785 shares

    0.06% of the 13F portfolio, value $156,322,434.

    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 777,880 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $105,068,280.

    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.: 59,546 shares
    • Raymond James Financial Services Advisors, Inc.: 718,334 shares

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