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RAYMOND JAMES FINANCIAL INC: HGTY position timeline

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

RAYMOND JAMES FINANCIAL INC held 136,315 HGTY 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 136,315 shares
    Change vs previous 13F +10,350 shares

    <0.01% of the 13F portfolio, value $1,624,875.

    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 125,965 shares
    Change vs previous 13F +6,080 shares

    <0.01% of the 13F portfolio, value $1,326,412.

    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 119,885 shares
    Change vs previous 13F +5,300 shares

    <0.01% of the 13F portfolio, value $1,611,254.

    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 114,585 shares
    Change vs previous 13F +36,950 shares

    <0.01% of the 13F portfolio, value $1,379,603.

    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 77,635 shares
    Change vs previous 13F -11,443 shares

    <0.01% of the 13F portfolio, value $784,890.

    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 89,078 shares
    Change vs previous 13F -1,989 shares

    <0.01% of the 13F portfolio, value $805,265.

    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 91,067 shares
    Change vs previous 13F +33,315 shares

    <0.01% of the 13F portfolio, value $878,797.

    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 57,752 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $587,338.

    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).