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RAYMOND JAMES FINANCIAL INC: TREE position timeline

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

RAYMOND JAMES FINANCIAL INC held 60,846 TREE 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 60,846 shares
    Change vs previous 13F +27,343 shares

    <0.01% of the 13F portfolio, value $2,694,869.

    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 33,503 shares
    Change vs previous 13F -3,831 shares

    <0.01% of the 13F portfolio, value $1,436,609.

    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 37,334 shares
    Change vs previous 13F +1,013 shares

    <0.01% of the 13F portfolio, value $1,982,062.

    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 36,321 shares
    Change vs previous 13F +1,781 shares

    <0.01% of the 13F portfolio, value $2,351,058.

    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 34,540 shares
    Change vs previous 13F +2,035 shares

    <0.01% of the 13F portfolio, value $1,280,397.

    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 32,505 shares
    Change vs previous 13F +131 shares

    <0.01% of the 13F portfolio, value $1,634,027.

    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 32,374 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,254,493.

    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).