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RAYMOND JAMES FINANCIAL INC: PTRB position timeline

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

RAYMOND JAMES FINANCIAL INC held 1,517,694 PTRB 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 1,517,694 shares
    Change vs previous 13F +330,234 shares

    0.02% of the 13F portfolio, value $62,923,565.

    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 1,187,460 shares
    Change vs previous 13F +129,114 shares

    0.02% of the 13F portfolio, value $49,291,465.

    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 1,058,346 shares
    Change vs previous 13F +150,594 shares

    0.01% of the 13F portfolio, value $44,492,862.

    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 907,752 shares
    Change vs previous 13F +556,673 shares

    0.01% of the 13F portfolio, value $38,307,152.

    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 351,079 shares
    Change vs previous 13F +202,611 shares

    0.01% of the 13F portfolio, value $14,685,635.

    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 148,468 shares
    Change vs previous 13F +56,951 shares

    <0.01% of the 13F portfolio, value $6,197,025.

    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 91,517 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,748,536.

    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).