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RAYMOND JAMES FINANCIAL INC: SMR position timeline

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

RAYMOND JAMES FINANCIAL INC held 777,615 SMR 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 777,615 shares
    Change vs previous 13F +174,934 shares

    <0.01% of the 13F portfolio, value $7,799,478.

    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 602,681 shares
    Change vs previous 13F +171,725 shares

    <0.01% of the 13F portfolio, value $6,533,062.

    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 430,956 shares
    Change vs previous 13F -188,407 shares

    <0.01% of the 13F portfolio, value $6,106,646.

    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 619,363 shares
    Change vs previous 13F +258,799 shares

    0.01% of the 13F portfolio, value $22,297,068.

    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 360,564 shares
    Change vs previous 13F +191,630 shares

    <0.01% of the 13F portfolio, value $14,263,911.

    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 168,934 shares
    Change vs previous 13F +15,295 shares

    <0.01% of the 13F portfolio, value $2,392,105.

    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 153,639 shares
    Change vs previous 13F +122,414 shares

    <0.01% of the 13F portfolio, value $2,754,747.

    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 31,225 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $361,586.

    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).