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RAYMOND JAMES FINANCIAL INC: TAFI position timeline

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

RAYMOND JAMES FINANCIAL INC held 266,019 TAFI 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 266,019 shares
    Change vs previous 13F +46,108 shares

    <0.01% of the 13F portfolio, value $6,709,001.

    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 219,911 shares
    Change vs previous 13F +50,267 shares

    <0.01% of the 13F portfolio, value $5,537,359.

    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 169,644 shares
    Change vs previous 13F +81,882 shares

    <0.01% of the 13F portfolio, value $4,276,734.

    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 87,762 shares
    Change vs previous 13F +32,380 shares

    <0.01% of the 13F portfolio, value $2,223,900.

    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 55,382 shares
    Change vs previous 13F +17,698 shares

    <0.01% of the 13F portfolio, value $1,390,630.

    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 37,684 shares
    Change vs previous 13F +18,158 shares

    <0.01% of the 13F portfolio, value $945,491.

    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 19,526 shares
    Change vs previous 13F +10,359 shares

    <0.01% of the 13F portfolio, value $487,174.

    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 9,167 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $232,108.

    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).