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RAYMOND JAMES FINANCIAL INC: SPMB position timeline

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

RAYMOND JAMES FINANCIAL INC held 36,899 SPMB 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 36,899 shares
    Change vs previous 13F -87,049 shares

    <0.01% of the 13F portfolio, value $823,223.

    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 123,948 shares
    Change vs previous 13F -5,548 shares

    <0.01% of the 13F portfolio, value $2,775,195.

    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 129,496 shares
    Change vs previous 13F +17,097 shares

    <0.01% of the 13F portfolio, value $2,902,661.

    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 112,399 shares
    Change vs previous 13F -38,427 shares

    <0.01% of the 13F portfolio, value $2,522,244.

    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 150,826 shares
    Change vs previous 13F +12,716 shares

    <0.01% of the 13F portfolio, value $3,333,259.

    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 138,110 shares
    Change vs previous 13F +1,600 shares

    <0.01% of the 13F portfolio, value $3,045,327.

    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 136,510 shares
    Change vs previous 13F +127,458 shares

    <0.01% of the 13F portfolio, value $2,941,784.

    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 9,052 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $203,933.

    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).