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RAYMOND JAMES FINANCIAL INC: PBTP position timeline

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

RAYMOND JAMES FINANCIAL INC held 46,377 PBTP 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 46,377 shares
    Change vs previous 13F +1,710 shares

    <0.01% of the 13F portfolio, value $1,189,802.

    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 44,667 shares
    Change vs previous 13F +1,014 shares

    <0.01% of the 13F portfolio, value $1,168,042.

    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 43,653 shares
    Change vs previous 13F +441 shares

    <0.01% of the 13F portfolio, value $1,131,267.

    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 43,212 shares
    Change vs previous 13F +2,543 shares

    <0.01% of the 13F portfolio, value $1,129,341.

    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 40,669 shares
    Change vs previous 13F -260 shares

    <0.01% of the 13F portfolio, value $1,055,564.

    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 40,929 shares
    Change vs previous 13F +2,610 shares

    <0.01% of the 13F portfolio, value $1,062,611.

    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 38,319 shares
    Change vs previous 13F -65 shares

    <0.01% of the 13F portfolio, value $973,303.

    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 38,384 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $979,826.

    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).