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RAYMOND JAMES FINANCIAL INC: PTBD position timeline

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

RAYMOND JAMES FINANCIAL INC held 124,156 PTBD 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 124,156 shares
    Change vs previous 13F -555 shares

    <0.01% of the 13F portfolio, value $2,380,072.

    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 124,711 shares
    Change vs previous 13F -93,420 shares

    <0.01% of the 13F portfolio, value $2,367,007.

    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 218,131 shares
    Change vs previous 13F -68,141 shares

    <0.01% of the 13F portfolio, value $4,231,741.

    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 286,272 shares
    Change vs previous 13F -9,941 shares

    <0.01% of the 13F portfolio, value $5,676,761.

    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 296,213 shares
    Change vs previous 13F -11,710 shares

    <0.01% of the 13F portfolio, value $5,850,194.

    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 307,923 shares
    Change vs previous 13F -405 shares

    <0.01% of the 13F portfolio, value $6,176,937.

    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 308,328 shares
    Change vs previous 13F +80,771 shares

    <0.01% of the 13F portfolio, value $6,166,559.

    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 227,557 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,694,496.

    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).