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RAYMOND JAMES FINANCIAL INC: PTLC position timeline

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

RAYMOND JAMES FINANCIAL INC held 2,327,966 PTLC 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 2,327,966 shares
    Change vs previous 13F +151,859 shares

    0.04% of the 13F portfolio, value $135,627,287.

    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 2,176,107 shares
    Change vs previous 13F +2,725 shares

    0.04% of the 13F portfolio, value $114,158,607.

    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 2,173,382 shares
    Change vs previous 13F -213,247 shares

    0.04% of the 13F portfolio, value $120,796,620.

    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 2,386,629 shares
    Change vs previous 13F -41,371 shares

    0.04% of the 13F portfolio, value $130,691,764.

    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 2,428,000 shares
    Change vs previous 13F -436,864 shares

    0.04% of the 13F portfolio, value $123,245,257.

    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 2,864,864 shares
    Change vs previous 13F +426,092 shares

    0.06% of the 13F portfolio, value $147,397,225.

    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 2,438,772 shares
    Change vs previous 13F +977,323 shares

    0.05% of the 13F portfolio, value $130,327,935.

    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 1,461,449 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $76,799,122.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 9,469 shares
    • Raymond James Financial Services Advisors, Inc.: 1,451,980 shares

    Acceptance time not in the bulk data set (spec §4.2).