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RAYMOND JAMES FINANCIAL INC: FDVV position timeline

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

RAYMOND JAMES FINANCIAL INC held 2,331,510 FDVV 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 2,331,510 shares
    Change vs previous 13F +225,499 shares

    0.04% of the 13F portfolio, value $140,566,768.

    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 2,106,011 shares
    Change vs previous 13F +28,299 shares

    0.04% of the 13F portfolio, value $116,336,016.

    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 2,077,712 shares
    Change vs previous 13F +420,371 shares

    0.04% of the 13F portfolio, value $117,785,488.

    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 1,657,341 shares
    Change vs previous 13F +635,591 shares

    0.03% of the 13F portfolio, value $92,330,449.

    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 1,021,750 shares
    Change vs previous 13F +117,444 shares

    0.02% of the 13F portfolio, value $53,151,406.

    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 904,306 shares
    Change vs previous 13F +347,988 shares

    0.02% of the 13F portfolio, value $44,853,568.

    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 556,318 shares
    Change vs previous 13F +209,218 shares

    0.01% of the 13F portfolio, value $27,782,516.

    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 347,100 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $17,580,599.

    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.: 9,797 shares
    • Raymond James Financial Services Advisors, Inc.: 337,303 shares

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