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RAYMOND JAMES FINANCIAL INC: EPU position timeline

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

RAYMOND JAMES FINANCIAL INC held 50,636 EPU 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 50,636 shares
    Change vs previous 13F -3,020 shares

    <0.01% of the 13F portfolio, value $4,228,093.

    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 53,656 shares
    Change vs previous 13F +6,209 shares

    <0.01% of the 13F portfolio, value $4,330,601.

    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 47,447 shares
    Change vs previous 13F +7,402 shares

    <0.01% of the 13F portfolio, value $3,432,813.

    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 40,045 shares
    Change vs previous 13F +7,492 shares

    <0.01% of the 13F portfolio, value $2,462,776.

    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 32,553 shares
    Change vs previous 13F +15,674 shares

    <0.01% of the 13F portfolio, value $1,581,769.

    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 16,879 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $740,819.

    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).