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RAYMOND JAMES FINANCIAL INC: HTRB position timeline

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

RAYMOND JAMES FINANCIAL INC held 1,042,571 HTRB 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 1,042,571 shares
    Change vs previous 13F -31,419 shares

    0.01% of the 13F portfolio, value $35,171,149.

    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 1,073,990 shares
    Change vs previous 13F -420,151 shares

    0.01% of the 13F portfolio, value $36,236,429.

    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 1,494,141 shares
    Change vs previous 13F -76,235 shares

    0.02% of the 13F portfolio, value $51,024,902.

    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 1,570,376 shares
    Change vs previous 13F +135,732 shares

    0.02% of the 13F portfolio, value $53,848,192.

    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 1,434,644 shares
    Change vs previous 13F -16,995 shares

    0.02% of the 13F portfolio, value $48,591,410.

    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 1,451,639 shares
    Change vs previous 13F +445,455 shares

    0.02% of the 13F portfolio, value $49,152,492.

    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 1,006,184 shares
    Change vs previous 13F +402,781 shares

    0.01% of the 13F portfolio, value $33,536,113.

    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 603,403 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $21,094,963.

    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.: 7,557 shares
    • Raymond James Financial Services Advisors, Inc.: 595,846 shares

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