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RAYMOND JAMES FINANCIAL INC: OTIS position timeline

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

RAYMOND JAMES FINANCIAL INC held 757,154 OTIS 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 757,154 shares
    Change vs previous 13F +271,833 shares

    0.01% of the 13F portfolio, value $54,212,235.

    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 485,321 shares
    Change vs previous 13F +219,494 shares

    0.01% of the 13F portfolio, value $37,408,474.

    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 265,827 shares
    Change vs previous 13F -2,622 shares

    0.01% of the 13F portfolio, value $23,220,046.

    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 268,449 shares
    Change vs previous 13F +14,242 shares

    0.01% of the 13F portfolio, value $24,544,246.

    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 254,207 shares
    Change vs previous 13F +6,043 shares

    0.01% of the 13F portfolio, value $25,171,472.

    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 248,164 shares
    Change vs previous 13F -15,849 shares

    0.01% of the 13F portfolio, value $25,610,705.

    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 264,013 shares
    Change vs previous 13F +195,304 shares

    0.01% of the 13F portfolio, value $24,450,688.

    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 68,709 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,141,585.

    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.: 11,109 shares
    • Raymond James Financial Services Advisors, Inc.: 57,600 shares

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