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RAYMOND JAMES FINANCIAL INC: UUP position timeline

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

RAYMOND JAMES FINANCIAL INC held 27,529 UUP 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 27,529 shares
    Change vs previous 13F -163,920 shares

    <0.01% of the 13F portfolio, value $782,098.

    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 191,449 shares
    Change vs previous 13F +92,550 shares

    <0.01% of the 13F portfolio, value $5,318,453.

    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 98,899 shares
    Change vs previous 13F +83,653 shares

    <0.01% of the 13F portfolio, value $2,673,240.

    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 15,246 shares
    Change vs previous 13F +1,286 shares

    <0.01% of the 13F portfolio, value $419,418.

    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 13,960 shares
    Change vs previous 13F -1,065 shares

    <0.01% of the 13F portfolio, value $375,245.

    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 15,025 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $428,813.

    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).