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RAYMOND JAMES FINANCIAL INC: UTI position timeline

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

RAYMOND JAMES FINANCIAL INC held 722,511 UTI 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 722,511 shares
    Change vs previous 13F +264,831 shares

    0.01% of the 13F portfolio, value $30,901,753.

    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 457,680 shares
    Change vs previous 13F +103,233 shares

    0.01% of the 13F portfolio, value $16,766,823.

    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 354,447 shares
    Change vs previous 13F -95,862 shares

    <0.01% of the 13F portfolio, value $9,368,873.

    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 450,309 shares
    Change vs previous 13F +239,855 shares

    <0.01% of the 13F portfolio, value $14,657,549.

    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 210,454 shares
    Change vs previous 13F +3,793 shares

    <0.01% of the 13F portfolio, value $7,132,274.

    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 206,661 shares
    Change vs previous 13F +168,034 shares

    <0.01% of the 13F portfolio, value $5,307,043.

    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 38,627 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $993,100.

    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).