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RAYMOND JAMES FINANCIAL INC: HDV position timeline

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

RAYMOND JAMES FINANCIAL INC held 4,529,592 HDV 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 4,529,592 shares
    Change vs previous 13F +3,561,211 shares

    0.03% of the 13F portfolio, value $124,156,118.

    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 968,381 shares
    Change vs previous 13F -5,881 shares

    0.04% of the 13F portfolio, value $131,428,633.

    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 974,262 shares
    Change vs previous 13F +68,184 shares

    0.04% of the 13F portfolio, value $118,479,930.

    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 906,078 shares
    Change vs previous 13F -12,413 shares

    0.04% of the 13F portfolio, value $110,949,184.

    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 918,491 shares
    Change vs previous 13F -62,962 shares

    0.04% of the 13F portfolio, value $107,619,538.

    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 981,453 shares
    Change vs previous 13F +49,891 shares

    0.04% of the 13F portfolio, value $118,873,530.

    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 931,562 shares
    Change vs previous 13F +310,711 shares

    0.04% of the 13F portfolio, value $104,577,116.

    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 620,851 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $73,024,474.

    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.: 10,991 shares
    • Raymond James Financial Services Advisors, Inc.: 609,860 shares

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