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RAYMOND JAMES FINANCIAL INC: SMB position timeline

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

RAYMOND JAMES FINANCIAL INC held 811,871 SMB 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 811,871 shares
    Change vs previous 13F -230,727 shares

    <0.01% of the 13F portfolio, value $14,085,960.

    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 1,042,598 shares
    Change vs previous 13F +102,181 shares

    0.01% of the 13F portfolio, value $18,036,939.

    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 940,417 shares
    Change vs previous 13F +38,401 shares

    0.01% of the 13F portfolio, value $16,372,669.

    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 902,016 shares
    Change vs previous 13F +825,327 shares

    0.01% of the 13F portfolio, value $15,713,118.

    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 76,689 shares
    Change vs previous 13F +5,706 shares

    <0.01% of the 13F portfolio, value $1,323,651.

    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 70,983 shares
    Change vs previous 13F -2,839 shares

    <0.01% of the 13F portfolio, value $1,216,294.

    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 73,822 shares
    Change vs previous 13F +37,902 shares

    <0.01% of the 13F portfolio, value $1,261,618.

    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 35,920 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $621,056.

    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.: 12,483 shares
    • Raymond James Financial Services Advisors, Inc.: 23,437 shares

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