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RAYMOND JAMES FINANCIAL INC: TAK position timeline

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

RAYMOND JAMES FINANCIAL INC held 408,739 TAK 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 408,739 shares
    Change vs previous 13F +96,723 shares

    <0.01% of the 13F portfolio, value $6,552,092.

    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 312,016 shares
    Change vs previous 13F +138,407 shares

    <0.01% of the 13F portfolio, value $5,766,691.

    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 173,609 shares
    Change vs previous 13F +19,451 shares

    <0.01% of the 13F portfolio, value $2,708,163.

    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 154,158 shares
    Change vs previous 13F +10,465 shares

    <0.01% of the 13F portfolio, value $2,256,876.

    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 143,693 shares
    Change vs previous 13F +61,511 shares

    <0.01% of the 13F portfolio, value $2,221,493.

    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 82,182 shares
    Change vs previous 13F -27,135 shares

    <0.01% of the 13F portfolio, value $1,222,046.

    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 109,317 shares
    Change vs previous 13F +83,732 shares

    <0.01% of the 13F portfolio, value $1,447,352.

    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 25,585 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $363,815.

    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).