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RAYMOND JAMES FINANCIAL INC: MORT position timeline

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

RAYMOND JAMES FINANCIAL INC held 69,947 MORT 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 69,947 shares
    Change vs previous 13F -14,285 shares

    <0.01% of the 13F portfolio, value $724,648.

    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 84,232 shares
    Change vs previous 13F +25,994 shares

    <0.01% of the 13F portfolio, value $864,218.

    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 58,238 shares
    Change vs previous 13F +19,586 shares

    <0.01% of the 13F portfolio, value $612,079.

    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 38,652 shares
    Change vs previous 13F -17,084 shares

    <0.01% of the 13F portfolio, value $416,288.

    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 55,736 shares
    Change vs previous 13F -341 shares

    <0.01% of the 13F portfolio, value $588,567.

    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 56,077 shares
    Change vs previous 13F +10,700 shares

    <0.01% of the 13F portfolio, value $626,382.

    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 45,377 shares
    Change vs previous 13F -8,237 shares

    <0.01% of the 13F portfolio, value $481,906.

    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 53,614 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $647,117.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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