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RAYMOND JAMES FINANCIAL INC: SEPW position timeline

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

RAYMOND JAMES FINANCIAL INC held 134,460 SEPW 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 134,460 shares
    Change vs previous 13F -2,004 shares

    <0.01% of the 13F portfolio, value $4,489,982.

    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 136,464 shares
    Change vs previous 13F +2,485 shares

    <0.01% of the 13F portfolio, value $4,310,706.

    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 133,979 shares
    Change vs previous 13F -3,682 shares

    <0.01% of the 13F portfolio, value $4,276,396.

    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 137,661 shares
    Change vs previous 13F +10,865 shares

    <0.01% of the 13F portfolio, value $4,323,258.

    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 126,796 shares
    Change vs previous 13F -1,987 shares

    <0.01% of the 13F portfolio, value $3,825,499.

    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 128,783 shares
    Change vs previous 13F -1,433 shares

    <0.01% of the 13F portfolio, value $3,676,240.

    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 130,216 shares
    Change vs previous 13F +2,888 shares

    <0.01% of the 13F portfolio, value $3,763,919.

    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 127,328 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,632,350.

    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).