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RAYMOND JAMES FINANCIAL INC: UAUG position timeline

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

RAYMOND JAMES FINANCIAL INC held 249,840 UAUG 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 249,840 shares
    Change vs previous 13F -25,233 shares

    <0.01% of the 13F portfolio, value $10,514,466.

    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 275,073 shares
    Change vs previous 13F -734 shares

    <0.01% of the 13F portfolio, value $10,822,527.

    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 275,807 shares
    Change vs previous 13F -10,478 shares

    <0.01% of the 13F portfolio, value $11,010,215.

    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 286,285 shares
    Change vs previous 13F +230,944 shares

    <0.01% of the 13F portfolio, value $11,252,976.

    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 55,341 shares
    Change vs previous 13F +2,943 shares

    <0.01% of the 13F portfolio, value $2,071,054.

    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 52,398 shares
    Change vs previous 13F -66,241 shares

    <0.01% of the 13F portfolio, value $1,814,019.

    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 118,639 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,212,788.

    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).