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RAYMOND JAMES FINANCIAL INC: MTUM position timeline

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

RAYMOND JAMES FINANCIAL INC held 3,375,616 MTUM 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 3,375,616 shares
    Change vs previous 13F +94,552 shares

    0.31% of the 13F portfolio, value $1,157,262,534.

    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 3,281,064 shares
    Change vs previous 13F +65,090 shares

    0.24% of the 13F portfolio, value $787,422,626.

    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 3,215,974 shares
    Change vs previous 13F +152,723 shares

    0.25% of the 13F portfolio, value $804,990,220.

    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 3,063,251 shares
    Change vs previous 13F +120,851 shares

    0.25% of the 13F portfolio, value $785,570,595.

    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 2,942,400 shares
    Change vs previous 13F +12,526 shares

    0.24% of the 13F portfolio, value $707,117,489.

    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 2,929,874 shares
    Change vs previous 13F +151,872 shares

    0.22% of the 13F portfolio, value $592,215,299.

    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 2,778,002 shares
    Change vs previous 13F +2,428,320 shares

    0.21% of the 13F portfolio, value $574,824,257.

    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 349,682 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $70,901,430.

    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.: 37,535 shares
    • Raymond James Financial Services Advisors, Inc.: 312,147 shares

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