Skip to content
Disclosery

RAYMOND JAMES FINANCIAL INC: HEI position timeline

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

RAYMOND JAMES FINANCIAL INC held 121,516 HEI 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 121,516 shares
    Change vs previous 13F +99 shares

    0.01% of the 13F portfolio, value $43,282,854.

    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 121,417 shares
    Change vs previous 13F -15,722 shares

    0.01% of the 13F portfolio, value $33,292,556.

    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 137,139 shares
    Change vs previous 13F -1,873 shares

    0.01% of the 13F portfolio, value $44,376,629.

    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 139,012 shares
    Change vs previous 13F +12,631 shares

    0.01% of the 13F portfolio, value $44,875,684.

    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 126,381 shares
    Change vs previous 13F +14,474 shares

    0.01% of the 13F portfolio, value $41,452,950.

    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 111,907 shares
    Change vs previous 13F -5,238 shares

    0.01% of the 13F portfolio, value $29,900,415.

    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 117,145 shares
    Change vs previous 13F +70,803 shares

    0.01% of the 13F portfolio, value $27,849,904.

    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 46,342 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $12,117,387.

    13F-HR 0001088950-24-000009 filed by RAYMOND JAMES TRUST N.A.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 27,936 shares
    • Raymond James Financial Services Advisors, Inc.: 18,406 shares

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