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RAYMOND JAMES FINANCIAL INC: PPLI position timeline

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

RAYMOND JAMES FINANCIAL INC held 203,040 PPLI 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 203,040 shares
    Change vs previous 13F -10,697 shares

    <0.01% of the 13F portfolio, value $9,372,326.

    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 213,737 shares
    Change vs previous 13F +3,046 shares

    <0.01% of the 13F portfolio, value $8,555,892.

    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 210,691 shares
    Change vs previous 13F -5,820 shares

    <0.01% of the 13F portfolio, value $8,238,019.

    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 216,511 shares
    Change vs previous 13F +4,702 shares

    <0.01% of the 13F portfolio, value $7,376,530.

    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 211,809 shares
    Change vs previous 13F +10,071 shares

    <0.01% of the 13F portfolio, value $7,908,947.

    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 201,738 shares
    Change vs previous 13F +15,948 shares

    <0.01% of the 13F portfolio, value $9,267,844.

    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 185,790 shares
    Change vs previous 13F +20,918 shares

    <0.01% of the 13F portfolio, value $8,014,981.

    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 164,872 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,873,411.

    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).