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RAYMOND JAMES FINANCIAL INC: PDBC position timeline

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

RAYMOND JAMES FINANCIAL INC held 558,194 PDBC 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 558,194 shares
    Change vs previous 13F -172,630 shares

    <0.01% of the 13F portfolio, value $8,864,120.

    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 730,824 shares
    Change vs previous 13F +243,451 shares

    <0.01% of the 13F portfolio, value $12,657,862.

    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 487,373 shares
    Change vs previous 13F +13,000 shares

    <0.01% of the 13F portfolio, value $6,457,692.

    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 474,373 shares
    Change vs previous 13F +151,795 shares

    <0.01% of the 13F portfolio, value $6,370,835.

    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 322,578 shares
    Change vs previous 13F -13,980 shares

    <0.01% of the 13F portfolio, value $4,206,421.

    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 336,558 shares
    Change vs previous 13F +59,242 shares

    <0.01% of the 13F portfolio, value $4,587,289.

    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 277,316 shares
    Change vs previous 13F +127,121 shares

    <0.01% of the 13F portfolio, value $3,602,339.

    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 150,195 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,017,124.

    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.: 23,865 shares
    • Raymond James Financial Services Advisors, Inc.: 126,330 shares

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