RAYMOND JAMES FINANCIAL INC: REZI position timeline

RAYMOND JAMES FINANCIAL INC held 141,072 REZI 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 141,072 shares

   Change vs previous 13F -6,758 shares

   <0.01% of the 13F portfolio, value $4,387,328.

   13F-HR 0000720005-26-000071 filed by RAYMOND JAMES FINANCIAL INC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 147,830 shares

   Change vs previous 13F -19,604 shares

   <0.01% of the 13F portfolio, value $4,983,328.

   13F-HR 0000720005-26-000052 filed by RAYMOND JAMES FINANCIAL INC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 167,434 shares

   Change vs previous 13F -46,976 shares

   <0.01% of the 13F portfolio, value $5,880,291.

   13F-HR 0000720005-26-000036 filed by RAYMOND JAMES FINANCIAL INC
   Filed 2026-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 214,410 shares

   Change vs previous 13F -36,759 shares

   <0.01% of the 13F portfolio, value $9,258,186.

   13F-HR 0000720005-25-000087 filed by RAYMOND JAMES FINANCIAL INC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 251,169 shares

   Change vs previous 13F -4,567 shares

   <0.01% of the 13F portfolio, value $5,540,770.

   13F-HR 0000720005-25-000073 filed by RAYMOND JAMES FINANCIAL INC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 255,736 shares

   Change vs previous 13F -817 shares

   <0.01% of the 13F portfolio, value $4,526,512.

   13F-HR 0000720005-25-000054 filed by RAYMOND JAMES FINANCIAL INC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F/A 256,553 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $5,913,530.

   13F-HR/A 0000720005-25-000047 filed by RAYMOND JAMES FINANCIAL INC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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