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RAYMOND JAMES FINANCIAL INC: FWRG position timeline

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

RAYMOND JAMES FINANCIAL INC held 252,823 FWRG 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 252,823 shares
    Change vs previous 13F +34,510 shares

    <0.01% of the 13F portfolio, value $3,258,888.

    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 218,313 shares
    Change vs previous 13F +135,780 shares

    <0.01% of the 13F portfolio, value $2,287,920.

    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 82,533 shares
    Change vs previous 13F -52,956 shares

    <0.01% of the 13F portfolio, value $1,244,597.

    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 135,489 shares
    Change vs previous 13F -2,253 shares

    <0.01% of the 13F portfolio, value $2,119,047.

    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 137,742 shares
    Change vs previous 13F +73,029 shares

    <0.01% of the 13F portfolio, value $2,209,382.

    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 64,713 shares
    Change vs previous 13F -25,256 shares

    <0.01% of the 13F portfolio, value $1,077,471.

    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 89,969 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,674,323.

    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).