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RAYMOND JAMES FINANCIAL INC: VLU position timeline

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

RAYMOND JAMES FINANCIAL INC held 103,727 VLU 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 103,727 shares
    Change vs previous 13F +4,677 shares

    0.01% of the 13F portfolio, value $24,708,685.

    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 99,050 shares
    Change vs previous 13F -59,151 shares

    0.01% of the 13F portfolio, value $21,293,338.

    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 158,201 shares
    Change vs previous 13F -18,402 shares

    0.01% of the 13F portfolio, value $33,323,259.

    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 176,603 shares
    Change vs previous 13F +67,954 shares

    0.01% of the 13F portfolio, value $36,048,484.

    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 108,649 shares
    Change vs previous 13F +16,417 shares

    0.01% of the 13F portfolio, value $20,876,960.

    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 92,232 shares
    Change vs previous 13F +14,156 shares

    0.01% of the 13F portfolio, value $16,953,978.

    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 78,076 shares
    Change vs previous 13F +49,452 shares

    0.01% of the 13F portfolio, value $14,369,531.

    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 28,624 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,278,885.

    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).