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RAYMOND JAMES FINANCIAL INC: MBWM position timeline

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

RAYMOND JAMES FINANCIAL INC held 47,323 MBWM 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 47,323 shares
    Change vs previous 13F -838 shares

    <0.01% of the 13F portfolio, value $2,717,287.

    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 48,161 shares
    Change vs previous 13F +3,446 shares

    <0.01% of the 13F portfolio, value $2,432,131.

    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 44,715 shares
    Change vs previous 13F +260 shares

    <0.01% of the 13F portfolio, value $2,150,793.

    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 44,455 shares
    Change vs previous 13F +9,179 shares

    <0.01% of the 13F portfolio, value $2,000,475.

    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 35,276 shares
    Change vs previous 13F +3,561 shares

    <0.01% of the 13F portfolio, value $1,637,137.

    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 31,715 shares
    Change vs previous 13F +437 shares

    <0.01% of the 13F portfolio, value $1,377,700.

    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 31,278 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,391,579.

    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).