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RAYMOND JAMES FINANCIAL INC: UBSI position timeline

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

RAYMOND JAMES FINANCIAL INC held 259,447 UBSI 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 259,447 shares
    Change vs previous 13F -4,448 shares

    <0.01% of the 13F portfolio, value $11,890,477.

    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 263,895 shares
    Change vs previous 13F -2,374 shares

    <0.01% of the 13F portfolio, value $10,930,504.

    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 266,269 shares
    Change vs previous 13F +1,955 shares

    <0.01% of the 13F portfolio, value $10,224,735.

    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 264,314 shares
    Change vs previous 13F -2,323 shares

    <0.01% of the 13F portfolio, value $9,835,119.

    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 266,637 shares
    Change vs previous 13F -123,134 shares

    <0.01% of the 13F portfolio, value $9,713,591.

    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 389,771 shares
    Change vs previous 13F -8,296 shares

    0.01% of the 13F portfolio, value $13,512,433.

    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 398,067 shares
    Change vs previous 13F +337,937 shares

    0.01% of the 13F portfolio, value $14,947,706.

    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 60,130 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,230,837.

    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).