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RAYMOND JAMES FINANCIAL INC: VTES position timeline

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

RAYMOND JAMES FINANCIAL INC held 168,178 VTES 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 168,178 shares
    Change vs previous 13F -70,379 shares

    <0.01% of the 13F portfolio, value $17,038,130.

    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 238,557 shares
    Change vs previous 13F -35,058 shares

    0.01% of the 13F portfolio, value $24,127,668.

    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 273,615 shares
    Change vs previous 13F +131,513 shares

    0.01% of the 13F portfolio, value $27,792,475.

    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 142,102 shares
    Change vs previous 13F +59,864 shares

    <0.01% of the 13F portfolio, value $14,483,692.

    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 82,238 shares
    Change vs previous 13F +10,015 shares

    <0.01% of the 13F portfolio, value $8,300,261.

    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 72,223 shares
    Change vs previous 13F +15,175 shares

    <0.01% of the 13F portfolio, value $7,259,112.

    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 57,048 shares
    Change vs previous 13F +2,655 shares

    <0.01% of the 13F portfolio, value $5,719,040.

    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 54,393 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,516,516.

    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).