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RAYMOND JAMES FINANCIAL INC: ROOT position timeline

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

RAYMOND JAMES FINANCIAL INC held 24,077 ROOT 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 24,077 shares
    Change vs previous 13F +3,222 shares

    <0.01% of the 13F portfolio, value $1,346,386.

    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 20,855 shares
    Change vs previous 13F -11,491 shares

    <0.01% of the 13F portfolio, value $921,166.

    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 32,346 shares
    Change vs previous 13F -963 shares

    <0.01% of the 13F portfolio, value $2,336,352.

    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 33,309 shares
    Change vs previous 13F +7,766 shares

    <0.01% of the 13F portfolio, value $2,981,488.

    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 25,543 shares
    Change vs previous 13F -187 shares

    <0.01% of the 13F portfolio, value $3,268,738.

    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 25,730 shares
    Change vs previous 13F -1,164 shares

    <0.01% of the 13F portfolio, value $3,433,411.

    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 26,894 shares
    Change vs previous 13F -69 shares

    <0.01% of the 13F portfolio, value $1,952,235.

    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 26,963 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,018,662.

    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).