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RAYMOND JAMES FINANCIAL INC: PDM position timeline

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

RAYMOND JAMES FINANCIAL INC held 138,891 PDM 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 138,891 shares
    Change vs previous 13F -8,849 shares

    <0.01% of the 13F portfolio, value $1,270,856.

    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 147,740 shares
    Change vs previous 13F +5,691 shares

    <0.01% of the 13F portfolio, value $970,652.

    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 142,049 shares
    Change vs previous 13F +1,513 shares

    <0.01% of the 13F portfolio, value $1,184,689.

    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 140,536 shares
    Change vs previous 13F +3,382 shares

    <0.01% of the 13F portfolio, value $1,264,824.

    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 137,154 shares
    Change vs previous 13F -9,430 shares

    <0.01% of the 13F portfolio, value $999,853.

    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 146,584 shares
    Change vs previous 13F +3,081 shares

    <0.01% of the 13F portfolio, value $1,080,323.

    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 143,503 shares
    Change vs previous 13F +1,565 shares

    <0.01% of the 13F portfolio, value $1,313,049.

    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 141,938 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,433,569.

    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).