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RAYMOND JAMES FINANCIAL INC: UTL position timeline

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

RAYMOND JAMES FINANCIAL INC held 33,291 UTL 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 33,291 shares
    Change vs previous 13F -82 shares

    <0.01% of the 13F portfolio, value $1,754,092.

    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 33,373 shares
    Change vs previous 13F +715 shares

    <0.01% of the 13F portfolio, value $1,743,406.

    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 32,658 shares
    Change vs previous 13F -11,494 shares

    <0.01% of the 13F portfolio, value $1,581,917.

    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 44,152 shares
    Change vs previous 13F +1,118 shares

    <0.01% of the 13F portfolio, value $2,113,133.

    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 43,034 shares
    Change vs previous 13F +3,104 shares

    <0.01% of the 13F portfolio, value $2,244,216.

    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 39,930 shares
    Change vs previous 13F +1,501 shares

    <0.01% of the 13F portfolio, value $2,303,599.

    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 38,429 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,082,496.

    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).