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RAYMOND JAMES FINANCIAL INC: SOXX position timeline

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

RAYMOND JAMES FINANCIAL INC held 271,837 SOXX 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 271,837 shares
    Change vs previous 13F -18,052 shares

    0.05% of the 13F portfolio, value $174,181,883.

    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 289,889 shares
    Change vs previous 13F -11,811 shares

    0.03% of the 13F portfolio, value $95,274,682.

    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 301,700 shares
    Change vs previous 13F +47,787 shares

    0.03% of the 13F portfolio, value $90,857,157.

    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 253,913 shares
    Change vs previous 13F -7,032 shares

    0.02% of the 13F portfolio, value $68,840,803.

    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 260,945 shares
    Change vs previous 13F -84,816 shares

    0.02% of the 13F portfolio, value $62,287,497.

    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 345,761 shares
    Change vs previous 13F +22,675 shares

    0.02% of the 13F portfolio, value $65,061,732.

    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 323,086 shares
    Change vs previous 13F +140,225 shares

    0.03% of the 13F portfolio, value $69,621,909.

    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 182,861 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $42,165,980.

    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.: 1,779 shares
    • Raymond James Financial Services Advisors, Inc.: 181,082 shares

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