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RAYMOND JAMES FINANCIAL INC: ULST position timeline

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

RAYMOND JAMES FINANCIAL INC held 273,073 ULST 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 273,073 shares
    Change vs previous 13F -4,339 shares

    <0.01% of the 13F portfolio, value $11,038,965.

    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 277,412 shares
    Change vs previous 13F +25,264 shares

    <0.01% of the 13F portfolio, value $11,235,173.

    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 252,148 shares
    Change vs previous 13F +4,943 shares

    <0.01% of the 13F portfolio, value $10,213,236.

    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 247,205 shares
    Change vs previous 13F -1,876 shares

    <0.01% of the 13F portfolio, value $10,058,775.

    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 249,081 shares
    Change vs previous 13F -48,272 shares

    <0.01% of the 13F portfolio, value $10,127,625.

    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 297,353 shares
    Change vs previous 13F -223,961 shares

    <0.01% of the 13F portfolio, value $12,087,410.

    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 521,314 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $21,066,303.

    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).