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RAYMOND JAMES FINANCIAL INC: USRT position timeline

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

RAYMOND JAMES FINANCIAL INC held 61,568 USRT 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 61,568 shares
    Change vs previous 13F -1,596 shares

    <0.01% of the 13F portfolio, value $4,091,210.

    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 63,164 shares
    Change vs previous 13F +9,217 shares

    <0.01% of the 13F portfolio, value $3,738,701.

    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 53,947 shares
    Change vs previous 13F -1,677 shares

    <0.01% of the 13F portfolio, value $3,072,806.

    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 55,624 shares
    Change vs previous 13F +954 shares

    <0.01% of the 13F portfolio, value $3,266,251.

    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 54,670 shares
    Change vs previous 13F -12,865 shares

    <0.01% of the 13F portfolio, value $3,092,129.

    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 67,535 shares
    Change vs previous 13F -105,383 shares

    <0.01% of the 13F portfolio, value $3,890,023.

    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 172,918 shares
    Change vs previous 13F +34,401 shares

    <0.01% of the 13F portfolio, value $9,909,912.

    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 138,517 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,528,503.

    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).