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RAYMOND JAMES FINANCIAL INC: EPP position timeline

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

RAYMOND JAMES FINANCIAL INC held 70,845 EPP 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 70,845 shares
    Change vs previous 13F -2,023 shares

    <0.01% of the 13F portfolio, value $3,773,254.

    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 72,868 shares
    Change vs previous 13F -1,079 shares

    <0.01% of the 13F portfolio, value $3,872,173.

    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 73,947 shares
    Change vs previous 13F +511 shares

    <0.01% of the 13F portfolio, value $3,732,061.

    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 73,436 shares
    Change vs previous 13F -1,044 shares

    <0.01% of the 13F portfolio, value $3,786,355.

    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 74,480 shares
    Change vs previous 13F -49,670 shares

    <0.01% of the 13F portfolio, value $3,677,072.

    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 124,150 shares
    Change vs previous 13F -1,941 shares

    <0.01% of the 13F portfolio, value $5,475,034.

    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 126,091 shares
    Change vs previous 13F +52,718 shares

    <0.01% of the 13F portfolio, value $5,524,066.

    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 73,373 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,583,550.

    13F-HR 0001088950-24-000009 filed by RAYMOND JAMES TRUST N.A.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 41,000 shares
    • Raymond James Financial Services Advisors, Inc.: 32,373 shares

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