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RAYMOND JAMES FINANCIAL INC: OBDC position timeline

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

RAYMOND JAMES FINANCIAL INC held 2,270,534 OBDC 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 2,270,534 shares
    Change vs previous 13F +228,395 shares

    0.01% of the 13F portfolio, value $24,680,709.

    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 2,042,139 shares
    Change vs previous 13F -498,356 shares

    0.01% of the 13F portfolio, value $22,586,059.

    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 2,540,495 shares
    Change vs previous 13F +28,108 shares

    0.01% of the 13F portfolio, value $31,578,359.

    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 2,512,387 shares
    Change vs previous 13F +323,009 shares

    0.01% of the 13F portfolio, value $32,083,177.

    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 2,189,378 shares
    Change vs previous 13F +150,807 shares

    0.01% of the 13F portfolio, value $31,395,677.

    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 2,038,571 shares
    Change vs previous 13F +158,001 shares

    0.01% of the 13F portfolio, value $29,885,449.

    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 1,880,570 shares
    Change vs previous 13F +1,067,310 shares

    0.01% of the 13F portfolio, value $28,434,225.

    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 813,260 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,849,201.

    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.: 28,657 shares
    • Raymond James Financial Services Advisors, Inc.: 784,603 shares

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