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RAYMOND JAMES FINANCIAL INC: URTH position timeline

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

RAYMOND JAMES FINANCIAL INC held 64,058 URTH 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 64,058 shares
    Change vs previous 13F -90,483 shares

    <0.01% of the 13F portfolio, value $12,980,751.

    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 154,541 shares
    Change vs previous 13F +10,859 shares

    0.01% of the 13F portfolio, value $27,820,410.

    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 143,682 shares
    Change vs previous 13F +17,738 shares

    0.01% of the 13F portfolio, value $26,691,828.

    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 125,944 shares
    Change vs previous 13F +10,174 shares

    0.01% of the 13F portfolio, value $22,866,445.

    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 115,770 shares
    Change vs previous 13F +5,780 shares

    0.01% of the 13F portfolio, value $19,609,105.

    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 109,990 shares
    Change vs previous 13F -10,362 shares

    0.01% of the 13F portfolio, value $16,848,227.

    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 120,352 shares
    Change vs previous 13F +35,761 shares

    0.01% of the 13F portfolio, value $18,714,717.

    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 84,591 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $13,273,127.

    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).