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RAYMOND JAMES FINANCIAL INC: UPST position timeline

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

RAYMOND JAMES FINANCIAL INC held 133,840 UPST 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 133,840 shares
    Change vs previous 13F +40,820 shares

    <0.01% of the 13F portfolio, value $4,741,952.

    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 93,020 shares
    Change vs previous 13F -542 shares

    <0.01% of the 13F portfolio, value $2,385,963.

    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 93,562 shares
    Change vs previous 13F -28,723 shares

    <0.01% of the 13F portfolio, value $4,091,466.

    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 122,285 shares
    Change vs previous 13F -17,965 shares

    <0.01% of the 13F portfolio, value $6,212,078.

    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 140,250 shares
    Change vs previous 13F +21,572 shares

    <0.01% of the 13F portfolio, value $9,071,370.

    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 118,678 shares
    Change vs previous 13F -3,062 shares

    <0.01% of the 13F portfolio, value $5,462,748.

    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 121,740 shares
    Change vs previous 13F +35,381 shares

    <0.01% of the 13F portfolio, value $7,495,532.

    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 86,359 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,455,224.

    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).