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RAYMOND JAMES FINANCIAL INC: ULBI position timeline

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

RAYMOND JAMES FINANCIAL INC held 136,696 ULBI 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 136,696 shares
    Change vs previous 13F -2,637 shares

    <0.01% of the 13F portfolio, value $863,919.

    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 139,333 shares
    Change vs previous 13F +26,574 shares

    <0.01% of the 13F portfolio, value $908,452.

    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 112,759 shares
    Change vs previous 13F -3,226 shares

    <0.01% of the 13F portfolio, value $644,982.

    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 115,985 shares
    Change vs previous 13F -100 shares

    <0.01% of the 13F portfolio, value $791,018.

    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 116,085 shares
    Change vs previous 13F +14,667 shares

    <0.01% of the 13F portfolio, value $1,042,443.

    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 101,418 shares
    Change vs previous 13F +31,416 shares

    <0.01% of the 13F portfolio, value $545,629.

    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 70,002 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $521,515.

    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).