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RAYMOND JAMES FINANCIAL INC: UBS position timeline

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

RAYMOND JAMES FINANCIAL INC held 776,059 UBS 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 776,059 shares
    Change vs previous 13F +90,042 shares

    0.01% of the 13F portfolio, value $38,461,498.

    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 686,017 shares
    Change vs previous 13F -5,367 shares

    0.01% of the 13F portfolio, value $26,802,672.

    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 691,384 shares
    Change vs previous 13F +94,586 shares

    0.01% of the 13F portfolio, value $32,017,996.

    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 596,798 shares
    Change vs previous 13F +75,744 shares

    0.01% of the 13F portfolio, value $24,468,691.

    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 521,054 shares
    Change vs previous 13F -272,431 shares

    0.01% of the 13F portfolio, value $17,622,004.

    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 793,485 shares
    Change vs previous 13F -243,752 shares

    0.01% of the 13F portfolio, value $24,304,420.

    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 1,037,237 shares
    Change vs previous 13F +975,302 shares

    0.01% of the 13F portfolio, value $31,449,006.

    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 61,935 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,914,421.

    13F-HR 0001088950-24-000009 filed by RAYMOND JAMES TRUST N.A.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 32,506 shares
    • Raymond James Financial Services Advisors, Inc.: 29,429 shares

    Acceptance time not in the bulk data set (spec §4.2).