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RAYMOND JAMES FINANCIAL INC: PXE position timeline

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

RAYMOND JAMES FINANCIAL INC held 53,930 PXE 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 53,930 shares
    Change vs previous 13F +37,307 shares

    <0.01% of the 13F portfolio, value $1,827,134.

    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 16,623 shares
    Change vs previous 13F -3,830 shares

    <0.01% of the 13F portfolio, value $651,613.

    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 20,453 shares
    Change vs previous 13F -3,542 shares

    <0.01% of the 13F portfolio, value $571,664.

    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 23,995 shares
    Change vs previous 13F -11,446 shares

    <0.01% of the 13F portfolio, value $705,207.

    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 35,441 shares
    Change vs previous 13F +4,541 shares

    <0.01% of the 13F portfolio, value $991,994.

    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 30,900 shares
    Change vs previous 13F -19,451 shares

    <0.01% of the 13F portfolio, value $904,752.

    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 50,351 shares
    Change vs previous 13F +13,966 shares

    <0.01% of the 13F portfolio, value $1,490,384.

    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 36,385 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,078,809.

    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.: 7,500 shares
    • Raymond James Financial Services Advisors, Inc.: 28,885 shares

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