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RAYMOND JAMES FINANCIAL INC: LVHI position timeline

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

RAYMOND JAMES FINANCIAL INC held 2,835,156 LVHI 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 2,835,156 shares
    Change vs previous 13F +147,538 shares

    0.03% of the 13F portfolio, value $115,064,778.

    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 2,687,618 shares
    Change vs previous 13F +282,480 shares

    0.03% of the 13F portfolio, value $108,955,997.

    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 2,405,138 shares
    Change vs previous 13F +246,852 shares

    0.03% of the 13F portfolio, value $88,557,201.

    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 2,158,286 shares
    Change vs previous 13F +198,487 shares

    0.02% of the 13F portfolio, value $75,000,439.

    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 1,959,799 shares
    Change vs previous 13F +140,022 shares

    0.02% of the 13F portfolio, value $63,791,445.

    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 1,819,777 shares
    Change vs previous 13F +393,490 shares

    0.02% of the 13F portfolio, value $58,906,199.

    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 1,426,287 shares
    Change vs previous 13F +761,663 shares

    0.02% of the 13F portfolio, value $43,530,268.

    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 664,624 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $20,656,505.

    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.: 19,290 shares
    • Raymond James Financial Services Advisors, Inc.: 645,334 shares

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