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RAYMOND JAMES FINANCIAL INC: USIG position timeline

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

RAYMOND JAMES FINANCIAL INC held 690,017 USIG 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 690,017 shares
    Change vs previous 13F +10,172 shares

    0.01% of the 13F portfolio, value $35,390,948.

    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 679,845 shares
    Change vs previous 13F -1,214,265 shares

    0.01% of the 13F portfolio, value $34,828,446.

    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 1,894,110 shares
    Change vs previous 13F +1,244,378 shares

    0.03% of the 13F portfolio, value $98,058,090.

    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 649,732 shares
    Change vs previous 13F +22,887 shares

    0.01% of the 13F portfolio, value $33,928,998.

    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 626,845 shares
    Change vs previous 13F -81,237 shares

    0.01% of the 13F portfolio, value $32,244,906.

    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 708,082 shares
    Change vs previous 13F +111,035 shares

    0.01% of the 13F portfolio, value $36,168,852.

    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 597,047 shares
    Change vs previous 13F +533,812 shares

    0.01% of the 13F portfolio, value $30,019,547.

    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 63,235 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,324,876.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 14,184 shares
    • Raymond James Financial Services Advisors, Inc.: 49,051 shares

    Acceptance time not in the bulk data set (spec §4.2).