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RAYMOND JAMES FINANCIAL INC: PTA position timeline

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

RAYMOND JAMES FINANCIAL INC held 359,653 PTA 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 359,653 shares
    Change vs previous 13F -74,059 shares

    <0.01% of the 13F portfolio, value $6,898,151.

    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 433,712 shares
    Change vs previous 13F -68,383 shares

    <0.01% of the 13F portfolio, value $8,127,764.

    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 502,095 shares
    Change vs previous 13F -38,323 shares

    <0.01% of the 13F portfolio, value $9,695,457.

    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 540,418 shares
    Change vs previous 13F -802 shares

    <0.01% of the 13F portfolio, value $11,029,932.

    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 541,220 shares
    Change vs previous 13F -24,556 shares

    <0.01% of the 13F portfolio, value $10,716,156.

    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 565,776 shares
    Change vs previous 13F +65,728 shares

    <0.01% of the 13F portfolio, value $10,998,685.

    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 500,048 shares
    Change vs previous 13F +462,098 shares

    <0.01% of the 13F portfolio, value $9,610,922.

    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 37,950 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $798,468.

    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).