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RAYMOND JAMES FINANCIAL INC: PBW position timeline

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

RAYMOND JAMES FINANCIAL INC held 150,018 PBW 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 150,018 shares
    Change vs previous 13F -60,266 shares

    <0.01% of the 13F portfolio, value $5,852,218.

    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 210,284 shares
    Change vs previous 13F -84,930 shares

    <0.01% of the 13F portfolio, value $6,640,774.

    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 295,214 shares
    Change vs previous 13F +99,495 shares

    <0.01% of the 13F portfolio, value $9,015,831.

    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 195,719 shares
    Change vs previous 13F +79,409 shares

    <0.01% of the 13F portfolio, value $5,652,365.

    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 116,310 shares
    Change vs previous 13F -20,434 shares

    <0.01% of the 13F portfolio, value $2,316,900.

    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 136,744 shares
    Change vs previous 13F +1,330 shares

    <0.01% of the 13F portfolio, value $2,152,356.

    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 135,414 shares
    Change vs previous 13F +88,544 shares

    <0.01% of the 13F portfolio, value $2,709,636.

    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 46,870 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $938,807.

    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).