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RAYMOND JAMES FINANCIAL INC: FDUS position timeline

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

RAYMOND JAMES FINANCIAL INC held 829,588 FDUS 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 829,588 shares
    Change vs previous 13F +25,196 shares

    <0.01% of the 13F portfolio, value $15,820,246.

    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 804,392 shares
    Change vs previous 13F +68,367 shares

    <0.01% of the 13F portfolio, value $14,012,516.

    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 736,025 shares
    Change vs previous 13F -39,548 shares

    <0.01% of the 13F portfolio, value $14,205,291.

    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 775,573 shares
    Change vs previous 13F -38,129 shares

    0.01% of the 13F portfolio, value $15,713,122.

    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 813,702 shares
    Change vs previous 13F -124,424 shares

    0.01% of the 13F portfolio, value $16,436,764.

    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 938,126 shares
    Change vs previous 13F -38,997 shares

    0.01% of the 13F portfolio, value $19,128,375.

    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 977,123 shares
    Change vs previous 13F +535,583 shares

    0.01% of the 13F portfolio, value $20,539,126.

    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 441,540 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,654,193.

    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.: 42,845 shares
    • Raymond James Financial Services Advisors, Inc.: 398,695 shares

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