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RAYMOND JAMES FINANCIAL INC: UPBD position timeline

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

RAYMOND JAMES FINANCIAL INC held 142,832 UPBD 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 142,832 shares
    Change vs previous 13F +27,535 shares

    <0.01% of the 13F portfolio, value $3,030,887.

    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 115,297 shares
    Change vs previous 13F +10,139 shares

    <0.01% of the 13F portfolio, value $2,081,117.

    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 105,158 shares
    Change vs previous 13F -52,139 shares

    <0.01% of the 13F portfolio, value $1,846,576.

    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 157,297 shares
    Change vs previous 13F -308 shares

    <0.01% of the 13F portfolio, value $3,716,922.

    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 157,605 shares
    Change vs previous 13F +3,967 shares

    <0.01% of the 13F portfolio, value $3,955,883.

    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 153,638 shares
    Change vs previous 13F +19,179 shares

    <0.01% of the 13F portfolio, value $3,681,174.

    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 134,459 shares
    Change vs previous 13F +89,103 shares

    <0.01% of the 13F portfolio, value $3,922,166.

    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 45,356 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,450,924.

    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).