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RAYMOND JAMES FINANCIAL INC: DWM position timeline

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

RAYMOND JAMES FINANCIAL INC held 89,203 DWM 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 89,203 shares
    Change vs previous 13F +113 shares

    <0.01% of the 13F portfolio, value $6,530,905.

    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 89,090 shares
    Change vs previous 13F +1,458 shares

    <0.01% of the 13F portfolio, value $6,226,605.

    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 87,632 shares
    Change vs previous 13F +1,606 shares

    <0.01% of the 13F portfolio, value $6,025,593.

    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 86,026 shares
    Change vs previous 13F +1,433 shares

    <0.01% of the 13F portfolio, value $5,696,417.

    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 84,593 shares
    Change vs previous 13F +1,068 shares

    <0.01% of the 13F portfolio, value $5,376,728.

    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 83,525 shares
    Change vs previous 13F -11,454 shares

    <0.01% of the 13F portfolio, value $4,857,377.

    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 94,979 shares
    Change vs previous 13F +16,470 shares

    <0.01% of the 13F portfolio, value $5,004,914.

    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 78,509 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,518,732.

    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).