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RAYMOND JAMES FINANCIAL INC: RTO position timeline

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

RAYMOND JAMES FINANCIAL INC held 488,961 RTO 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 488,961 shares
    Change vs previous 13F +14,161 shares

    <0.01% of the 13F portfolio, value $13,989,170.

    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 474,800 shares
    Change vs previous 13F +265,351 shares

    <0.01% of the 13F portfolio, value $14,946,691.

    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 209,449 shares
    Change vs previous 13F -34,653 shares

    <0.01% of the 13F portfolio, value $6,170,369.

    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 244,102 shares
    Change vs previous 13F -45,320 shares

    <0.01% of the 13F portfolio, value $6,163,577.

    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 289,422 shares
    Change vs previous 13F -108,602 shares

    <0.01% of the 13F portfolio, value $6,946,119.

    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 398,024 shares
    Change vs previous 13F -53,654 shares

    <0.01% of the 13F portfolio, value $9,114,737.

    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 451,678 shares
    Change vs previous 13F +400,990 shares

    <0.01% of the 13F portfolio, value $11,436,472.

    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 50,688 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,263,652.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 0 shares
    • Raymond James Financial Services Advisors, Inc.: 50,688 shares

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