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RAYMOND JAMES FINANCIAL INC: ROAM position timeline

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

RAYMOND JAMES FINANCIAL INC held 88,981 ROAM 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 88,981 shares
    Change vs previous 13F +62,440 shares

    <0.01% of the 13F portfolio, value $3,182,850.

    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 26,541 shares
    Change vs previous 13F -11,704 shares

    <0.01% of the 13F portfolio, value $822,965.

    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 38,245 shares
    Change vs previous 13F +13,185 shares

    <0.01% of the 13F portfolio, value $1,114,215.

    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 25,060 shares
    Change vs previous 13F +7,579 shares

    <0.01% of the 13F portfolio, value $698,327.

    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 17,481 shares
    Change vs previous 13F -8,105 shares

    <0.01% of the 13F portfolio, value $460,100.

    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 25,586 shares
    Change vs previous 13F +4,382 shares

    <0.01% of the 13F portfolio, value $602,289.

    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 21,204 shares
    Change vs previous 13F +3,129 shares

    <0.01% of the 13F portfolio, value $483,568.

    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 18,075 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $461,673.

    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).