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RAYMOND JAMES FINANCIAL INC: OLLI position timeline

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

RAYMOND JAMES FINANCIAL INC held 295,968 OLLI 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 295,968 shares
    Change vs previous 13F -35,349 shares

    0.01% of the 13F portfolio, value $22,754,020.

    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 331,317 shares
    Change vs previous 13F -38,798 shares

    0.01% of the 13F portfolio, value $30,494,399.

    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 370,115 shares
    Change vs previous 13F -46,232 shares

    0.01% of the 13F portfolio, value $40,568,294.

    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 416,347 shares
    Change vs previous 13F -14,822 shares

    0.02% of the 13F portfolio, value $53,458,940.

    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 431,169 shares
    Change vs previous 13F -26,462 shares

    0.02% of the 13F portfolio, value $56,819,435.

    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 457,631 shares
    Change vs previous 13F +14,433 shares

    0.02% of the 13F portfolio, value $53,249,723.

    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 443,198 shares
    Change vs previous 13F +433,922 shares

    0.02% of the 13F portfolio, value $48,632,577.

    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 9,276 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $901,626.

    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.: 3,562 shares
    • Raymond James Financial Services Advisors, Inc.: 5,714 shares

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