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RAYMOND JAMES FINANCIAL INC: SWKS position timeline

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

RAYMOND JAMES FINANCIAL INC held 70,969 SWKS 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 70,969 shares
    Change vs previous 13F +26,343 shares

    <0.01% of the 13F portfolio, value $4,811,706.

    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 44,626 shares
    Change vs previous 13F -39,452 shares

    <0.01% of the 13F portfolio, value $2,389,716.

    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 84,078 shares
    Change vs previous 13F +11,370 shares

    <0.01% of the 13F portfolio, value $5,331,387.

    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 72,708 shares
    Change vs previous 13F -4,210 shares

    <0.01% of the 13F portfolio, value $5,597,092.

    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 76,918 shares
    Change vs previous 13F -5,779 shares

    <0.01% of the 13F portfolio, value $5,731,876.

    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 82,697 shares
    Change vs previous 13F -6,916 shares

    <0.01% of the 13F portfolio, value $5,344,702.

    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 89,613 shares
    Change vs previous 13F +56,499 shares

    <0.01% of the 13F portfolio, value $7,946,804.

    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 33,114 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,270,632.

    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.: 2,932 shares
    • Raymond James Financial Services Advisors, Inc.: 30,182 shares

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