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RAYMOND JAMES FINANCIAL INC: TAXF position timeline

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

RAYMOND JAMES FINANCIAL INC held 276,068 TAXF 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 276,068 shares
    Change vs previous 13F +1,865 shares

    <0.01% of the 13F portfolio, value $14,033,884.

    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 274,203 shares
    Change vs previous 13F +60,040 shares

    <0.01% of the 13F portfolio, value $13,723,842.

    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 214,163 shares
    Change vs previous 13F +40,505 shares

    <0.01% of the 13F portfolio, value $10,789,522.

    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 173,658 shares
    Change vs previous 13F +37,015 shares

    <0.01% of the 13F portfolio, value $8,722,854.

    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 136,643 shares
    Change vs previous 13F +20,105 shares

    <0.01% of the 13F portfolio, value $6,685,919.

    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 116,538 shares
    Change vs previous 13F +12,255 shares

    <0.01% of the 13F portfolio, value $5,766,293.

    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 104,283 shares
    Change vs previous 13F -23,385 shares

    <0.01% of the 13F portfolio, value $5,228,729.

    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 127,668 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,564,689.

    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).