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RAYMOND JAMES FINANCIAL INC: HE position timeline

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

RAYMOND JAMES FINANCIAL INC held 244,660 HE 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 244,660 shares
    Change vs previous 13F +24,448 shares

    <0.01% of the 13F portfolio, value $3,310,250.

    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 220,212 shares
    Change vs previous 13F +53,639 shares

    <0.01% of the 13F portfolio, value $3,267,947.

    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 166,573 shares
    Change vs previous 13F +22,524 shares

    <0.01% of the 13F portfolio, value $2,048,848.

    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 144,049 shares
    Change vs previous 13F +22,049 shares

    <0.01% of the 13F portfolio, value $1,590,300.

    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 122,000 shares
    Change vs previous 13F +11,094 shares

    <0.01% of the 13F portfolio, value $1,296,859.

    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 110,906 shares
    Change vs previous 13F +75,754 shares

    <0.01% of the 13F portfolio, value $1,214,420.

    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 35,152 shares
    Change vs previous 13F +18,809 shares

    <0.01% of the 13F portfolio, value $342,028.

    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 16,343 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $158,201.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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