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RAYMOND JAMES FINANCIAL INC: PTLO position timeline

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

RAYMOND JAMES FINANCIAL INC held 133,339 PTLO 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 133,339 shares
    Change vs previous 13F -4,953 shares

    <0.01% of the 13F portfolio, value $632,026.

    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 138,292 shares
    Change vs previous 13F -15,223 shares

    <0.01% of the 13F portfolio, value $731,565.

    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 153,515 shares
    Change vs previous 13F -14,603 shares

    <0.01% of the 13F portfolio, value $696,958.

    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 168,118 shares
    Change vs previous 13F +96,243 shares

    <0.01% of the 13F portfolio, value $1,084,361.

    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 71,875 shares
    Change vs previous 13F -1,480 shares

    <0.01% of the 13F portfolio, value $838,781.

    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 73,355 shares
    Change vs previous 13F -68,195 shares

    <0.01% of the 13F portfolio, value $872,191.

    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 141,550 shares
    Change vs previous 13F +104,407 shares

    <0.01% of the 13F portfolio, value $1,330,570.

    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 37,143 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $500,316.

    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).