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RAYMOND JAMES FINANCIAL INC: TAXE position timeline

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

RAYMOND JAMES FINANCIAL INC held 55,395 TAXE 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 55,395 shares
    Change vs previous 13F -180,046 shares

    <0.01% of the 13F portfolio, value $2,840,378.

    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 235,441 shares
    Change vs previous 13F +216,547 shares

    <0.01% of the 13F portfolio, value $11,943,215.

    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 18,894 shares
    Change vs previous 13F +1,269 shares

    <0.01% of the 13F portfolio, value $965,483.

    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 17,625 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $893,411.

    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).