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RAYMOND JAMES FINANCIAL INC: PTF position timeline

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

RAYMOND JAMES FINANCIAL INC held 147,131 PTF 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 147,131 shares
    Change vs previous 13F +50,746 shares

    0.01% of the 13F portfolio, value $20,055,396.

    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 96,385 shares
    Change vs previous 13F -413 shares

    <0.01% of the 13F portfolio, value $8,320,416.

    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 96,798 shares
    Change vs previous 13F -2,237 shares

    <0.01% of the 13F portfolio, value $7,403,742.

    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 99,035 shares
    Change vs previous 13F -4,215 shares

    <0.01% of the 13F portfolio, value $7,409,374.

    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 103,250 shares
    Change vs previous 13F -161,082 shares

    <0.01% of the 13F portfolio, value $7,050,908.

    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 264,332 shares
    Change vs previous 13F -35,403 shares

    0.01% of the 13F portfolio, value $15,585,046.

    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 299,735 shares
    Change vs previous 13F +167,560 shares

    0.01% of the 13F portfolio, value $21,748,786.

    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 132,175 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,383,858.

    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).