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RAYMOND JAMES FINANCIAL INC: ISEP position timeline

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

RAYMOND JAMES FINANCIAL INC held 63,180 ISEP 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 63,180 shares
    Change vs previous 13F -1,873 shares

    <0.01% of the 13F portfolio, value $2,186,028.

    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 65,053 shares
    Change vs previous 13F -2,266 shares

    <0.01% of the 13F portfolio, value $2,133,088.

    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 67,319 shares
    Change vs previous 13F -10,918 shares

    <0.01% of the 13F portfolio, value $2,194,216.

    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 78,237 shares
    Change vs previous 13F +23,324 shares

    <0.01% of the 13F portfolio, value $2,493,233.

    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 54,913 shares
    Change vs previous 13F -10,596 shares

    <0.01% of the 13F portfolio, value $1,697,630.

    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 65,509 shares
    Change vs previous 13F -862 shares

    <0.01% of the 13F portfolio, value $1,884,013.

    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 66,371 shares
    Change vs previous 13F +52,872 shares

    <0.01% of the 13F portfolio, value $1,828,873.

    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 13,499 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $391,201.

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

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