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RAYMOND JAMES FINANCIAL INC: VLUE position timeline

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

RAYMOND JAMES FINANCIAL INC held 145,169 VLUE 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 145,169 shares
    Change vs previous 13F -98,806 shares

    0.01% of the 13F portfolio, value $29,006,093.

    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 243,975 shares
    Change vs previous 13F +17,484 shares

    0.01% of the 13F portfolio, value $34,690,910.

    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 226,491 shares
    Change vs previous 13F -8,092 shares

    0.01% of the 13F portfolio, value $30,968,132.

    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 234,583 shares
    Change vs previous 13F +2,595 shares

    0.01% of the 13F portfolio, value $29,334,626.

    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 231,988 shares
    Change vs previous 13F -36,401 shares

    0.01% of the 13F portfolio, value $26,263,328.

    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 268,389 shares
    Change vs previous 13F +10,113 shares

    0.01% of the 13F portfolio, value $28,623,650.

    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 258,276 shares
    Change vs previous 13F +109,674 shares

    0.01% of the 13F portfolio, value $27,276,529.

    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 148,602 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $16,203,556.

    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.: 18,487 shares
    • Raymond James Financial Services Advisors, Inc.: 130,115 shares

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