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RAYMOND JAMES FINANCIAL INC: LPLA position timeline

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

RAYMOND JAMES FINANCIAL INC held 645,369 LPLA 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 645,369 shares
    Change vs previous 13F -20,700 shares

    0.05% of the 13F portfolio, value $181,787,262.

    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 666,069 shares
    Change vs previous 13F -63,498 shares

    0.06% of the 13F portfolio, value $200,114,617.

    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 729,567 shares
    Change vs previous 13F -94,700 shares

    0.08% of the 13F portfolio, value $261,683,001.

    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 824,267 shares
    Change vs previous 13F -46,353 shares

    0.09% of the 13F portfolio, value $274,225,453.

    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 870,620 shares
    Change vs previous 13F +10,606 shares

    0.11% of the 13F portfolio, value $326,456,455.

    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 860,014 shares
    Change vs previous 13F -46,487 shares

    0.11% of the 13F portfolio, value $281,345,050.

    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 906,501 shares
    Change vs previous 13F +891,907 shares

    0.11% of the 13F portfolio, value $295,981,667.

    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 14,594 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,395,089.

    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.: 2,995 shares
    • Raymond James Financial Services Advisors, Inc.: 11,599 shares

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