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RAYMOND JAMES FINANCIAL INC: SPDW position timeline

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

RAYMOND JAMES FINANCIAL INC held 4,181,675 SPDW 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 4,181,675 shares
    Change vs previous 13F +193,577 shares

    0.06% of the 13F portfolio, value $210,714,599.

    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 3,988,098 shares
    Change vs previous 13F +892,416 shares

    0.06% of the 13F portfolio, value $182,056,692.

    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 3,095,682 shares
    Change vs previous 13F -314,163 shares

    0.04% of the 13F portfolio, value $137,479,252.

    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 3,409,845 shares
    Change vs previous 13F +263,962 shares

    0.05% of the 13F portfolio, value $145,907,282.

    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 3,145,883 shares
    Change vs previous 13F +338,860 shares

    0.04% of the 13F portfolio, value $127,376,819.

    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 2,807,023 shares
    Change vs previous 13F -29,132 shares

    0.04% of the 13F portfolio, value $102,203,714.

    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 2,836,155 shares
    Change vs previous 13F +158,295 shares

    0.04% of the 13F portfolio, value $96,797,968.

    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 2,677,860 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $100,580,403.

    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.: 14,130 shares
    • Raymond James Financial Services Advisors, Inc.: 2,663,730 shares

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