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RAYMOND JAMES FINANCIAL INC: RDVI position timeline

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

RAYMOND JAMES FINANCIAL INC held 3,767,292 RDVI 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 3,767,292 shares
    Change vs previous 13F +209,208 shares

    0.03% of the 13F portfolio, value $110,758,382.

    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 3,558,084 shares
    Change vs previous 13F -203,016 shares

    0.03% of the 13F portfolio, value $90,909,040.

    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 3,761,100 shares
    Change vs previous 13F +757,533 shares

    0.03% of the 13F portfolio, value $98,691,270.

    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 3,003,567 shares
    Change vs previous 13F +414,227 shares

    0.02% of the 13F portfolio, value $77,642,202.

    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 2,589,340 shares
    Change vs previous 13F +407,656 shares

    0.02% of the 13F portfolio, value $63,982,597.

    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 2,181,684 shares
    Change vs previous 13F +561,929 shares

    0.02% of the 13F portfolio, value $51,749,556.

    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 1,619,755 shares
    Change vs previous 13F +944,129 shares

    0.01% of the 13F portfolio, value $39,262,865.

    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 675,626 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $16,647,429.

    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).