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RAYMOND JAMES FINANCIAL INC: EFIV position timeline

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

RAYMOND JAMES FINANCIAL INC held 53,055 EFIV 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 53,055 shares
    Change vs previous 13F +6,607 shares

    <0.01% of the 13F portfolio, value $3,869,301.

    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 46,448 shares
    Change vs previous 13F -1,269 shares

    <0.01% of the 13F portfolio, value $2,929,959.

    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 47,717 shares
    Change vs previous 13F +1,711 shares

    <0.01% of the 13F portfolio, value $3,156,479.

    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 46,006 shares
    Change vs previous 13F +1,443 shares

    <0.01% of the 13F portfolio, value $2,925,521.

    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 44,563 shares
    Change vs previous 13F +45 shares

    <0.01% of the 13F portfolio, value $2,609,164.

    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 44,518 shares
    Change vs previous 13F +11,744 shares

    <0.01% of the 13F portfolio, value $2,381,714.

    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 32,774 shares
    Change vs previous 13F +17,587 shares

    <0.01% of the 13F portfolio, value $1,851,075.

    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 15,187 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $846,827.

    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.: 4,436 shares
    • Raymond James Financial Services Advisors, Inc.: 10,751 shares

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