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RAYMOND JAMES FINANCIAL INC: SHM position timeline

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

RAYMOND JAMES FINANCIAL INC held 280,152 SHM 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 280,152 shares
    Change vs previous 13F +2,562 shares

    <0.01% of the 13F portfolio, value $13,437,475.

    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 277,590 shares
    Change vs previous 13F +42,354 shares

    <0.01% of the 13F portfolio, value $13,277,159.

    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 235,236 shares
    Change vs previous 13F -6,363 shares

    <0.01% of the 13F portfolio, value $11,288,989.

    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 241,599 shares
    Change vs previous 13F -824 shares

    <0.01% of the 13F portfolio, value $11,649,938.

    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 242,423 shares
    Change vs previous 13F +24,624 shares

    <0.01% of the 13F portfolio, value $11,595,112.

    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 217,799 shares
    Change vs previous 13F -17,642 shares

    <0.01% of the 13F portfolio, value $10,367,226.

    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 235,441 shares
    Change vs previous 13F +30,497 shares

    <0.01% of the 13F portfolio, value $11,157,591.

    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 204,944 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $9,866,004.

    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.: 8,145 shares
    • Raymond James Financial Services Advisors, Inc.: 196,799 shares

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