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RAYMOND JAMES FINANCIAL INC: FDLO position timeline

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

RAYMOND JAMES FINANCIAL INC held 145,468 FDLO 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 145,468 shares
    Change vs previous 13F -1,260 shares

    <0.01% of the 13F portfolio, value $9,940,577.

    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 146,728 shares
    Change vs previous 13F +5,214 shares

    <0.01% of the 13F portfolio, value $9,477,187.

    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 141,514 shares
    Change vs previous 13F +14,229 shares

    <0.01% of the 13F portfolio, value $9,446,049.

    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 127,285 shares
    Change vs previous 13F +22,700 shares

    <0.01% of the 13F portfolio, value $8,384,280.

    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 104,585 shares
    Change vs previous 13F +1,888 shares

    <0.01% of the 13F portfolio, value $6,567,955.

    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 102,697 shares
    Change vs previous 13F +603 shares

    <0.01% of the 13F portfolio, value $6,225,469.

    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 102,094 shares
    Change vs previous 13F +90,841 shares

    <0.01% of the 13F portfolio, value $6,185,896.

    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 11,253 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $690,356.

    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).