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RAYMOND JAMES FINANCIAL INC: MORN position timeline

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

RAYMOND JAMES FINANCIAL INC held 10,301 MORN 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 10,301 shares
    Change vs previous 13F -47,062 shares

    <0.01% of the 13F portfolio, value $1,607,152.

    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 57,363 shares
    Change vs previous 13F +26,585 shares

    <0.01% of the 13F portfolio, value $9,697,259.

    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 30,778 shares
    Change vs previous 13F +17,417 shares

    <0.01% of the 13F portfolio, value $6,688,314.

    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 13,361 shares
    Change vs previous 13F -47,925 shares

    <0.01% of the 13F portfolio, value $3,099,813.

    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 61,286 shares
    Change vs previous 13F +2,303 shares

    0.01% of the 13F portfolio, value $19,239,383.

    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 58,983 shares
    Change vs previous 13F +9,997 shares

    0.01% of the 13F portfolio, value $17,687,372.

    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 48,986 shares
    Change vs previous 13F +47,164 shares

    0.01% of the 13F portfolio, value $16,496,655.

    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 1,822 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $581,535.

    13F-HR 0001088950-24-000009 filed by RAYMOND JAMES TRUST N.A.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 1,144 shares
    • Raymond James Financial Services Advisors, Inc.: 678 shares

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