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RAYMOND JAMES FINANCIAL INC: KBWP position timeline

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

RAYMOND JAMES FINANCIAL INC held 10,195 KBWP 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 10,195 shares
    Change vs previous 13F -17,547 shares

    <0.01% of the 13F portfolio, value $1,292,369.

    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 27,742 shares
    Change vs previous 13F -2,445 shares

    <0.01% of the 13F portfolio, value $3,300,763.

    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 30,187 shares
    Change vs previous 13F -52,210 shares

    <0.01% of the 13F portfolio, value $3,842,807.

    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 82,397 shares
    Change vs previous 13F -17,780 shares

    <0.01% of the 13F portfolio, value $10,190,690.

    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 100,177 shares
    Change vs previous 13F +64,399 shares

    <0.01% of the 13F portfolio, value $12,304,702.

    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 35,778 shares
    Change vs previous 13F -87,037 shares

    <0.01% of the 13F portfolio, value $4,457,642.

    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 122,815 shares
    Change vs previous 13F +68,036 shares

    0.01% of the 13F portfolio, value $14,253,911.

    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 54,779 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,329,726.

    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).