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RAYMOND JAMES FINANCIAL INC: OTTR position timeline

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

RAYMOND JAMES FINANCIAL INC held 59,697 OTTR 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 59,697 shares
    Change vs previous 13F +16,952 shares

    <0.01% of the 13F portfolio, value $5,371,544.

    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 42,745 shares
    Change vs previous 13F +95 shares

    <0.01% of the 13F portfolio, value $3,751,738.

    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 42,650 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $3,446,590.

    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 42,678 shares
    Change vs previous 13F +7,678 shares

    <0.01% of the 13F portfolio, value $3,498,299.

    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 35,000 shares
    Change vs previous 13F -1,957 shares

    <0.01% of the 13F portfolio, value $2,698,167.

    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 36,957 shares
    Change vs previous 13F +775 shares

    <0.01% of the 13F portfolio, value $2,970,259.

    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 36,182 shares
    Change vs previous 13F +17,313 shares

    <0.01% of the 13F portfolio, value $2,671,676.

    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 18,869 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,474,780.

    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).