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RAYMOND JAMES FINANCIAL INC: PTL position timeline

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

RAYMOND JAMES FINANCIAL INC held 7,780 PTL 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 7,780 shares
    Change vs previous 13F +1,399 shares

    <0.01% of the 13F portfolio, value $2,225,896.

    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 6,381 shares
    Change vs previous 13F +2,571 shares

    <0.01% of the 13F portfolio, value $1,598,690.

    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 3,810 shares
    Change vs previous 13F -8,605 shares

    <0.01% of the 13F portfolio, value $945,634.

    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 12,415 shares
    Change vs previous 13F -42 shares

    <0.01% of the 13F portfolio, value $3,094,540.

    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 12,457 shares
    Change vs previous 13F +1,801 shares

    <0.01% of the 13F portfolio, value $2,856,311.

    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 10,656 shares
    Change vs previous 13F +3,077 shares

    <0.01% of the 13F portfolio, value $2,189,837.

    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 7,579 shares
    Change vs previous 13F +765 shares

    <0.01% of the 13F portfolio, value $1,616,569.

    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 6,814 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,454,937.

    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).