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RAYMOND JAMES FINANCIAL INC: SWK position timeline

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

RAYMOND JAMES FINANCIAL INC held 347,109 SWK 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 347,109 shares
    Change vs previous 13F +16,861 shares

    0.01% of the 13F portfolio, value $32,669,925.

    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 330,248 shares
    Change vs previous 13F -29,344 shares

    0.01% of the 13F portfolio, value $23,467,433.

    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 359,592 shares
    Change vs previous 13F -8,988 shares

    0.01% of the 13F portfolio, value $26,710,475.

    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 368,580 shares
    Change vs previous 13F +52,274 shares

    0.01% of the 13F portfolio, value $27,396,527.

    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 316,306 shares
    Change vs previous 13F +57,261 shares

    0.01% of the 13F portfolio, value $21,429,778.

    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 259,045 shares
    Change vs previous 13F +64,666 shares

    0.01% of the 13F portfolio, value $19,914,852.

    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 194,379 shares
    Change vs previous 13F +106,053 shares

    0.01% of the 13F portfolio, value $15,606,655.

    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 88,326 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $9,727,391.

    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.: 4,044 shares
    • Raymond James Financial Services Advisors, Inc.: 84,282 shares

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