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RAYMOND JAMES FINANCIAL INC: HLN position timeline

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

RAYMOND JAMES FINANCIAL INC held 7,278,875 HLN 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 7,278,875 shares
    Change vs previous 13F +1,014,834 shares

    0.02% of the 13F portfolio, value $67,911,909.

    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 6,264,041 shares
    Change vs previous 13F +212,589 shares

    0.02% of the 13F portfolio, value $62,703,013.

    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 6,051,452 shares
    Change vs previous 13F +1,119,988 shares

    0.02% of the 13F portfolio, value $61,180,150.

    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 4,931,464 shares
    Change vs previous 13F +616,284 shares

    0.01% of the 13F portfolio, value $44,235,213.

    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 4,315,180 shares
    Change vs previous 13F +29,287 shares

    0.02% of the 13F portfolio, value $44,748,395.

    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 4,285,893 shares
    Change vs previous 13F -136,866 shares

    0.02% of the 13F portfolio, value $44,102,001.

    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 4,422,759 shares
    Change vs previous 13F +4,266,842 shares

    0.02% of the 13F portfolio, value $42,193,482.

    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 155,917 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,649,603.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 49,168 shares
    • Raymond James Financial Services Advisors, Inc.: 106,749 shares

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