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RAYMOND JAMES FINANCIAL INC: HEI-A position timeline

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

RAYMOND JAMES FINANCIAL INC held 521,035 HEI-A 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 521,035 shares
    Change vs previous 13F -3,698 shares

    0.04% of the 13F portfolio, value $134,380,196.

    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 524,733 shares
    Change vs previous 13F +662 shares

    0.03% of the 13F portfolio, value $110,765,938.

    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 524,071 shares
    Change vs previous 13F -39,574 shares

    0.04% of the 13F portfolio, value $132,291,205.

    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 563,645 shares
    Change vs previous 13F -6,958 shares

    0.05% of the 13F portfolio, value $143,216,517.

    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 570,603 shares
    Change vs previous 13F -1,245 shares

    0.05% of the 13F portfolio, value $147,643,506.

    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 571,848 shares
    Change vs previous 13F +7,847 shares

    0.05% of the 13F portfolio, value $120,642,743.

    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 564,001 shares
    Change vs previous 13F +554,616 shares

    0.04% of the 13F portfolio, value $104,949,340.

    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 9,385 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,912,299.

    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.: 4,768 shares
    • Raymond James Financial Services Advisors, Inc.: 4,617 shares

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