Skip to content
Disclosery

RAYMOND JAMES FINANCIAL INC: UTF position timeline

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

RAYMOND JAMES FINANCIAL INC held 926,277 UTF 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 926,277 shares
    Change vs previous 13F +28,007 shares

    0.01% of the 13F portfolio, value $25,555,975.

    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 898,270 shares
    Change vs previous 13F +49,164 shares

    0.01% of the 13F portfolio, value $23,247,219.

    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 849,106 shares
    Change vs previous 13F +27,872 shares

    0.01% of the 13F portfolio, value $20,471,942.

    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 821,234 shares
    Change vs previous 13F -15,490 shares

    0.01% of the 13F portfolio, value $20,366,608.

    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 836,724 shares
    Change vs previous 13F +28,192 shares

    0.01% of the 13F portfolio, value $22,549,735.

    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 808,532 shares
    Change vs previous 13F +2,397 shares

    0.01% of the 13F portfolio, value $20,657,998.

    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 806,135 shares
    Change vs previous 13F +160,220 shares

    0.01% of the 13F portfolio, value $19,379,492.

    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 645,915 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $16,813,172.

    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.: 27,702 shares
    • Raymond James Financial Services Advisors, Inc.: 618,213 shares

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