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RAYMOND JAMES FINANCIAL INC: HLIO position timeline

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

RAYMOND JAMES FINANCIAL INC held 151,333 HLIO 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 151,333 shares
    Change vs previous 13F -10,436 shares

    <0.01% of the 13F portfolio, value $13,506,435.

    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 161,769 shares
    Change vs previous 13F +21,389 shares

    <0.01% of the 13F portfolio, value $10,468,084.

    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 140,380 shares
    Change vs previous 13F -34,710 shares

    <0.01% of the 13F portfolio, value $7,508,924.

    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 175,090 shares
    Change vs previous 13F -6,071 shares

    <0.01% of the 13F portfolio, value $9,127,423.

    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 181,161 shares
    Change vs previous 13F -64,113 shares

    <0.01% of the 13F portfolio, value $6,045,322.

    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 245,274 shares
    Change vs previous 13F +72,885 shares

    <0.01% of the 13F portfolio, value $7,870,195.

    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 172,389 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,696,070.

    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).