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RAYMOND JAMES FINANCIAL INC: U position timeline

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

RAYMOND JAMES FINANCIAL INC held 293,232 U 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 293,232 shares
    Change vs previous 13F +79,900 shares

    <0.01% of the 13F portfolio, value $8,380,571.

    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 213,332 shares
    Change vs previous 13F +203,308 shares

    <0.01% of the 13F portfolio, value $4,680,504.

    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 10,024 shares
    Change vs previous 13F -33,740 shares

    <0.01% of the 13F portfolio, value $442,760.

    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 43,764 shares
    Change vs previous 13F +15,439 shares

    <0.01% of the 13F portfolio, value $1,752,311.

    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 28,325 shares
    Change vs previous 13F -503 shares

    <0.01% of the 13F portfolio, value $685,465.

    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 28,828 shares
    Change vs previous 13F -22,409 shares

    <0.01% of the 13F portfolio, value $564,740.

    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 51,237 shares
    Change vs previous 13F +29,531 shares

    <0.01% of the 13F portfolio, value $1,151,295.

    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 21,706 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $490,990.

    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).