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RAYMOND JAMES FINANCIAL INC: HEFA position timeline

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

RAYMOND JAMES FINANCIAL INC held 986,887 HEFA 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 986,887 shares
    Change vs previous 13F +49,285 shares

    0.01% of the 13F portfolio, value $46,309,692.

    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 937,602 shares
    Change vs previous 13F +61,412 shares

    0.01% of the 13F portfolio, value $39,843,381.

    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 876,190 shares
    Change vs previous 13F -437,240 shares

    0.01% of the 13F portfolio, value $36,239,237.

    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 1,313,430 shares
    Change vs previous 13F -95,222 shares

    0.02% of the 13F portfolio, value $52,024,963.

    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 1,408,652 shares
    Change vs previous 13F -37,801 shares

    0.02% of the 13F portfolio, value $53,472,430.

    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 1,446,453 shares
    Change vs previous 13F +503,043 shares

    0.02% of the 13F portfolio, value $52,491,766.

    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 943,410 shares
    Change vs previous 13F +316,681 shares

    0.01% of the 13F portfolio, value $32,783,476.

    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 626,729 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $22,198,744.

    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).