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RAYMOND JAMES FINANCIAL INC: SDVY position timeline

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

RAYMOND JAMES FINANCIAL INC held 15,391,137 SDVY 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 15,391,137 shares
    Change vs previous 13F +66,170 shares

    0.18% of the 13F portfolio, value $663,973,666.

    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 15,324,967 shares
    Change vs previous 13F +1,219,704 shares

    0.19% of the 13F portfolio, value $604,263,462.

    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 14,105,263 shares
    Change vs previous 13F +1,261,249 shares

    0.17% of the 13F portfolio, value $540,513,678.

    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 12,844,014 shares
    Change vs previous 13F +825,345 shares

    0.16% of the 13F portfolio, value $488,322,983.

    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 12,018,669 shares
    Change vs previous 13F -477,616 shares

    0.15% of the 13F portfolio, value $424,018,625.

    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 12,496,285 shares
    Change vs previous 13F +1,860,262 shares

    0.16% of the 13F portfolio, value $418,625,569.

    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 10,636,023 shares
    Change vs previous 13F +6,336,657 shares

    0.14% of the 13F portfolio, value $381,301,409.

    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 4,299,366 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $156,410,931.

    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.: 68,967 shares
    • Raymond James Financial Services Advisors, Inc.: 4,230,399 shares

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