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RAYMOND JAMES FINANCIAL INC: ISD position timeline

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

RAYMOND JAMES FINANCIAL INC held 451,612 ISD 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 451,612 shares
    Change vs previous 13F -22,769 shares

    <0.01% of the 13F portfolio, value $5,898,050.

    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 474,381 shares
    Change vs previous 13F -234,799 shares

    <0.01% of the 13F portfolio, value $6,242,850.

    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 709,180 shares
    Change vs previous 13F -46,673 shares

    <0.01% of the 13F portfolio, value $10,261,839.

    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 755,853 shares
    Change vs previous 13F -2,363 shares

    <0.01% of the 13F portfolio, value $10,869,154.

    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 758,216 shares
    Change vs previous 13F +51,614 shares

    <0.01% of the 13F portfolio, value $10,743,920.

    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 706,602 shares
    Change vs previous 13F +65,922 shares

    <0.01% of the 13F portfolio, value $10,069,075.

    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 640,680 shares
    Change vs previous 13F +469,028 shares

    <0.01% of the 13F portfolio, value $8,764,508.

    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 171,652 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,392,823.

    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.: 18,276 shares
    • Raymond James Financial Services Advisors, Inc.: 153,376 shares

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