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RAYMOND JAMES FINANCIAL INC: EFV position timeline

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

RAYMOND JAMES FINANCIAL INC held 2,088,167 EFV 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 2,088,167 shares
    Change vs previous 13F -114,957 shares

    0.04% of the 13F portfolio, value $159,849,248.

    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 2,203,124 shares
    Change vs previous 13F -231,516 shares

    0.05% of the 13F portfolio, value $163,802,269.

    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 2,434,640 shares
    Change vs previous 13F +462,103 shares

    0.05% of the 13F portfolio, value $173,857,601.

    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 1,972,537 shares
    Change vs previous 13F +231,763 shares

    0.04% of the 13F portfolio, value $133,797,173.

    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 1,740,774 shares
    Change vs previous 13F +310,213 shares

    0.04% of the 13F portfolio, value $110,504,350.

    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 1,430,561 shares
    Change vs previous 13F -367,278 shares

    0.03% of the 13F portfolio, value $84,317,316.

    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 1,797,839 shares
    Change vs previous 13F +1,119,790 shares

    0.03% of the 13F portfolio, value $94,332,626.

    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 678,049 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $39,008,166.

    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.: 42,456 shares
    • Raymond James Financial Services Advisors, Inc.: 635,593 shares

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