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RAYMOND JAMES FINANCIAL INC: MLRG position timeline

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

RAYMOND JAMES FINANCIAL INC held 41,277 MLRG 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 41,277 shares
    Change vs previous 13F +2,670 shares

    <0.01% of the 13F portfolio, value $4,278,308.

    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 38,607 shares
    Change vs previous 13F -71,451 shares

    <0.01% of the 13F portfolio, value $3,469,239.

    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 110,058 shares
    Change vs previous 13F +69,338 shares

    <0.01% of the 13F portfolio, value $10,387,262.

    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 40,720 shares
    Change vs previous 13F +5,163 shares

    <0.01% of the 13F portfolio, value $3,763,368.

    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 35,557 shares
    Change vs previous 13F -19,112 shares

    <0.01% of the 13F portfolio, value $3,050,114.

    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 54,669 shares
    Change vs previous 13F -80,076 shares

    <0.01% of the 13F portfolio, value $4,223,767.

    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 134,745 shares
    Change vs previous 13F +23,972 shares

    <0.01% of the 13F portfolio, value $10,935,856.

    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 110,773 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,776,559.

    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.: 3,943 shares
    • Raymond James Financial Services Advisors, Inc.: 106,830 shares

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