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RAYMOND JAMES FINANCIAL INC: SWX position timeline

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

RAYMOND JAMES FINANCIAL INC held 77,568 SWX 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 77,568 shares
    Change vs previous 13F -2,135 shares

    <0.01% of the 13F portfolio, value $6,878,678.

    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 79,703 shares
    Change vs previous 13F -4,977 shares

    <0.01% of the 13F portfolio, value $6,926,186.

    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 84,680 shares
    Change vs previous 13F -28,872 shares

    <0.01% of the 13F portfolio, value $6,776,050.

    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 113,552 shares
    Change vs previous 13F -1,324 shares

    <0.01% of the 13F portfolio, value $8,895,629.

    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 114,876 shares
    Change vs previous 13F +18,501 shares

    <0.01% of the 13F portfolio, value $8,545,655.

    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 96,375 shares
    Change vs previous 13F -1,857 shares

    <0.01% of the 13F portfolio, value $6,919,679.

    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 98,232 shares
    Change vs previous 13F +91,437 shares

    <0.01% of the 13F portfolio, value $6,945,970.

    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 6,795 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $501,184.

    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).