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RAYMOND JAMES FINANCIAL INC: PBDC position timeline

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

RAYMOND JAMES FINANCIAL INC held 14,142 PBDC 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 14,142 shares
    Change vs previous 13F -15,300 shares

    <0.01% of the 13F portfolio, value $384,802.

    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 29,442 shares
    Change vs previous 13F -1,131 shares

    <0.01% of the 13F portfolio, value $811,999.

    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 30,573 shares
    Change vs previous 13F -133,944 shares

    <0.01% of the 13F portfolio, value $935,521.

    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 164,517 shares
    Change vs previous 13F -23,889 shares

    <0.01% of the 13F portfolio, value $5,228,357.

    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 188,406 shares
    Change vs previous 13F +70,913 shares

    <0.01% of the 13F portfolio, value $6,375,660.

    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 117,493 shares
    Change vs previous 13F +1,816 shares

    <0.01% of the 13F portfolio, value $4,072,315.

    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 115,677 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,981,610.

    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).