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RAYMOND JAMES FINANCIAL INC: HEGD position timeline

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

RAYMOND JAMES FINANCIAL INC held 488,134 HEGD 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 488,134 shares
    Change vs previous 13F +30,984 shares

    <0.01% of the 13F portfolio, value $13,013,653.

    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 457,150 shares
    Change vs previous 13F +51,930 shares

    <0.01% of the 13F portfolio, value $11,291,605.

    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 405,220 shares
    Change vs previous 13F +9,663 shares

    <0.01% of the 13F portfolio, value $10,215,596.

    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 395,557 shares
    Change vs previous 13F +219,849 shares

    <0.01% of the 13F portfolio, value $9,857,281.

    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 175,708 shares
    Change vs previous 13F +10,364 shares

    <0.01% of the 13F portfolio, value $4,129,138.

    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 165,344 shares
    Change vs previous 13F +22,416 shares

    <0.01% of the 13F portfolio, value $3,621,033.

    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 142,928 shares
    Change vs previous 13F +26,451 shares

    <0.01% of the 13F portfolio, value $3,201,587.

    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 116,477 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,592,778.

    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).