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RAYMOND JAMES FINANCIAL INC: PEN position timeline

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

RAYMOND JAMES FINANCIAL INC held 2,871 PEN 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 2,871 shares
    Change vs previous 13F -4,970 shares

    <0.01% of the 13F portfolio, value $906,519.

    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 7,841 shares
    Change vs previous 13F -159,920 shares

    <0.01% of the 13F portfolio, value $2,574,748.

    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 167,761 shares
    Change vs previous 13F +84,633 shares

    0.02% of the 13F portfolio, value $52,421,921.

    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 83,128 shares
    Change vs previous 13F +53,187 shares

    0.01% of the 13F portfolio, value $21,057,983.

    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 29,941 shares
    Change vs previous 13F -4,909 shares

    <0.01% of the 13F portfolio, value $7,683,759.

    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 34,850 shares
    Change vs previous 13F +9,687 shares

    <0.01% of the 13F portfolio, value $9,319,236.

    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 25,163 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,975,709.

    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).