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RAYMOND JAMES FINANCIAL INC: ROBT position timeline

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

RAYMOND JAMES FINANCIAL INC held 201,585 ROBT 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 201,585 shares
    Change vs previous 13F +7,378 shares

    <0.01% of the 13F portfolio, value $11,341,179.

    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 194,207 shares
    Change vs previous 13F +24,051 shares

    <0.01% of the 13F portfolio, value $8,964,614.

    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 170,156 shares
    Change vs previous 13F +10,271 shares

    <0.01% of the 13F portfolio, value $8,825,370.

    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 159,885 shares
    Change vs previous 13F +8,821 shares

    <0.01% of the 13F portfolio, value $8,456,289.

    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 151,064 shares
    Change vs previous 13F +4,081 shares

    <0.01% of the 13F portfolio, value $7,296,394.

    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 146,983 shares
    Change vs previous 13F +3,515 shares

    <0.01% of the 13F portfolio, value $5,977,812.

    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 143,468 shares
    Change vs previous 13F +83,931 shares

    <0.01% of the 13F portfolio, value $6,461,773.

    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 59,537 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,607,122.

    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).