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RAYMOND JAMES FINANCIAL INC: HALO position timeline

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

RAYMOND JAMES FINANCIAL INC held 362,721 HALO 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 362,721 shares
    Change vs previous 13F +72,190 shares

    0.01% of the 13F portfolio, value $28,390,172.

    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 290,531 shares
    Change vs previous 13F +7,597 shares

    0.01% of the 13F portfolio, value $18,703,070.

    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 282,934 shares
    Change vs previous 13F +1,487 shares

    0.01% of the 13F portfolio, value $19,054,821.

    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 281,447 shares
    Change vs previous 13F +29,046 shares

    0.01% of the 13F portfolio, value $20,641,315.

    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 252,401 shares
    Change vs previous 13F -54,378 shares

    <0.01% of the 13F portfolio, value $13,129,892.

    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 306,779 shares
    Change vs previous 13F -149,995 shares

    0.01% of the 13F portfolio, value $19,575,563.

    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 456,774 shares
    Change vs previous 13F +435,772 shares

    0.01% of the 13F portfolio, value $21,838,361.

    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 21,002 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,202,154.

    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.: 4,649 shares
    • Raymond James Financial Services Advisors, Inc.: 16,353 shares

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