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RAYMOND JAMES FINANCIAL INC: PHYL position timeline

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

RAYMOND JAMES FINANCIAL INC held 2,300,545 PHYL 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 2,300,545 shares
    Change vs previous 13F +966,780 shares

    0.02% of the 13F portfolio, value $80,243,010.

    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 1,333,765 shares
    Change vs previous 13F +893,358 shares

    0.01% of the 13F portfolio, value $46,188,274.

    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 440,407 shares
    Change vs previous 13F +369,069 shares

    <0.01% of the 13F portfolio, value $15,625,638.

    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 71,338 shares
    Change vs previous 13F +22,768 shares

    <0.01% of the 13F portfolio, value $2,550,334.

    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 48,570 shares
    Change vs previous 13F -5,518 shares

    <0.01% of the 13F portfolio, value $1,723,749.

    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 54,088 shares
    Change vs previous 13F +5,907 shares

    <0.01% of the 13F portfolio, value $1,883,345.

    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 48,181 shares
    Change vs previous 13F +37,383 shares

    <0.01% of the 13F portfolio, value $1,673,808.

    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 10,798 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $386,598.

    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).