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RAYMOND JAMES FINANCIAL INC: SMG position timeline

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

RAYMOND JAMES FINANCIAL INC held 108,033 SMG 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 108,033 shares
    Change vs previous 13F -30,251 shares

    <0.01% of the 13F portfolio, value $7,358,154.

    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 138,284 shares
    Change vs previous 13F +4,816 shares

    <0.01% of the 13F portfolio, value $8,409,060.

    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 133,468 shares
    Change vs previous 13F +54,350 shares

    <0.01% of the 13F portfolio, value $7,787,887.

    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 79,118 shares
    Change vs previous 13F -27,879 shares

    <0.01% of the 13F portfolio, value $4,505,784.

    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 106,997 shares
    Change vs previous 13F -254,559 shares

    <0.01% of the 13F portfolio, value $7,057,571.

    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 361,556 shares
    Change vs previous 13F -241,192 shares

    0.01% of the 13F portfolio, value $19,845,834.

    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 602,748 shares
    Change vs previous 13F +501,420 shares

    0.01% of the 13F portfolio, value $39,986,268.

    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 101,328 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,785,118.

    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).