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RAYMOND JAMES FINANCIAL INC: HLNE position timeline

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

RAYMOND JAMES FINANCIAL INC held 620,360 HLNE 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 620,360 shares
    Change vs previous 13F +14,830 shares

    0.01% of the 13F portfolio, value $48,902,979.

    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 605,530 shares
    Change vs previous 13F +27,939 shares

    0.02% of the 13F portfolio, value $60,134,173.

    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 577,591 shares
    Change vs previous 13F +53,055 shares

    0.02% of the 13F portfolio, value $77,787,207.

    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 524,536 shares
    Change vs previous 13F +141,063 shares

    0.02% of the 13F portfolio, value $70,702,164.

    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 383,473 shares
    Change vs previous 13F +158,219 shares

    0.02% of the 13F portfolio, value $54,499,143.

    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 225,254 shares
    Change vs previous 13F +62,596 shares

    0.01% of the 13F portfolio, value $33,488,481.

    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 162,658 shares
    Change vs previous 13F +159,621 shares

    0.01% of the 13F portfolio, value $24,081,487.

    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 3,037 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $511,398.

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

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