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RAYMOND JAMES FINANCIAL INC: LMBS position timeline

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

RAYMOND JAMES FINANCIAL INC held 4,275,132 LMBS 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 4,275,132 shares
    Change vs previous 13F +168,563 shares

    0.06% of the 13F portfolio, value $212,816,052.

    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 4,106,569 shares
    Change vs previous 13F +39,833 shares

    0.06% of the 13F portfolio, value $204,548,194.

    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 4,066,736 shares
    Change vs previous 13F +256,318 shares

    0.06% of the 13F portfolio, value $203,296,170.

    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 3,810,418 shares
    Change vs previous 13F +214,907 shares

    0.06% of the 13F portfolio, value $189,720,715.

    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 3,595,511 shares
    Change vs previous 13F +185,249 shares

    0.06% of the 13F portfolio, value $177,114,822.

    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 3,410,262 shares
    Change vs previous 13F +343,406 shares

    0.06% of the 13F portfolio, value $167,648,439.

    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 3,066,856 shares
    Change vs previous 13F +1,314,931 shares

    0.06% of the 13F portfolio, value $149,263,887.

    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 1,751,925 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $86,562,610.

    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.: 13,005 shares
    • Raymond James Financial Services Advisors, Inc.: 1,738,920 shares

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