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RAYMOND JAMES FINANCIAL INC: EQWL position timeline

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

RAYMOND JAMES FINANCIAL INC held 257,710 EQWL 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 257,710 shares
    Change vs previous 13F -23,565 shares

    0.01% of the 13F portfolio, value $33,249,649.

    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 281,275 shares
    Change vs previous 13F +55,897 shares

    0.01% of the 13F portfolio, value $32,414,194.

    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 225,378 shares
    Change vs previous 13F -19,087 shares

    0.01% of the 13F portfolio, value $26,630,557.

    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 244,465 shares
    Change vs previous 13F +70,465 shares

    0.01% of the 13F portfolio, value $28,035,339.

    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 174,000 shares
    Change vs previous 13F +34,024 shares

    0.01% of the 13F portfolio, value $19,134,770.

    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 139,976 shares
    Change vs previous 13F +30,306 shares

    0.01% of the 13F portfolio, value $14,430,154.

    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 109,670 shares
    Change vs previous 13F +24,542 shares

    <0.01% of the 13F portfolio, value $11,217,031.

    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 85,128 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,710,296.

    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).