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RAYMOND JAMES FINANCIAL INC: SHV position timeline

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

RAYMOND JAMES FINANCIAL INC held 1,445,040 SHV 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 1,445,040 shares
    Change vs previous 13F +112,722 shares

    0.04% of the 13F portfolio, value $159,460,162.

    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 1,332,318 shares
    Change vs previous 13F -57,271 shares

    0.05% of the 13F portfolio, value $147,074,587.

    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 1,389,589 shares
    Change vs previous 13F +38,067 shares

    0.05% of the 13F portfolio, value $153,063,217.

    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 1,351,522 shares
    Change vs previous 13F -224,670 shares

    0.05% of the 13F portfolio, value $149,329,672.

    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 1,576,192 shares
    Change vs previous 13F +160,138 shares

    0.06% of the 13F portfolio, value $174,043,124.

    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 1,416,054 shares
    Change vs previous 13F +292,648 shares

    0.06% of the 13F portfolio, value $156,417,275.

    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 1,123,406 shares
    Change vs previous 13F +244,439 shares

    0.05% of the 13F portfolio, value $123,698,169.

    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 878,967 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $97,240,124.

    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.: 6,218 shares
    • Raymond James Financial Services Advisors, Inc.: 872,749 shares

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