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RAYMOND JAMES FINANCIAL INC: RWR position timeline

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

RAYMOND JAMES FINANCIAL INC held 37,025 RWR 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 37,025 shares
    Change vs previous 13F +514 shares

    <0.01% of the 13F portfolio, value $4,182,769.

    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 36,511 shares
    Change vs previous 13F -21,284 shares

    <0.01% of the 13F portfolio, value $3,686,595.

    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 57,795 shares
    Change vs previous 13F +20,706 shares

    <0.01% of the 13F portfolio, value $5,677,151.

    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 37,089 shares
    Change vs previous 13F -723 shares

    <0.01% of the 13F portfolio, value $3,719,623.

    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 37,812 shares
    Change vs previous 13F -441 shares

    <0.01% of the 13F portfolio, value $3,646,631.

    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 38,253 shares
    Change vs previous 13F -12,323 shares

    <0.01% of the 13F portfolio, value $3,791,643.

    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 50,576 shares
    Change vs previous 13F +24,175 shares

    <0.01% of the 13F portfolio, value $5,000,014.

    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 26,401 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,817,735.

    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.: 7,327 shares
    • Raymond James Financial Services Advisors, Inc.: 19,074 shares

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