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RAYMOND JAMES FINANCIAL INC: SPBO position timeline

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

RAYMOND JAMES FINANCIAL INC held 126,638 SPBO 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 126,638 shares
    Change vs previous 13F +52,985 shares

    <0.01% of the 13F portfolio, value $3,677,554.

    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 73,653 shares
    Change vs previous 13F +4,320 shares

    <0.01% of the 13F portfolio, value $2,138,137.

    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 69,333 shares
    Change vs previous 13F +45,747 shares

    <0.01% of the 13F portfolio, value $2,034,228.

    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 23,586 shares
    Change vs previous 13F -2,976 shares

    <0.01% of the 13F portfolio, value $698,854.

    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 26,562 shares
    Change vs previous 13F -7,797 shares

    <0.01% of the 13F portfolio, value $776,140.

    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 34,359 shares
    Change vs previous 13F -172,715 shares

    <0.01% of the 13F portfolio, value $997,438.

    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 207,074 shares
    Change vs previous 13F +193,792 shares

    <0.01% of the 13F portfolio, value $5,930,614.

    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 13,282 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $398,858.

    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).