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Disclosery

RAYMOND JAMES FINANCIAL INC: XAGG position timeline

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

RAYMOND JAMES FINANCIAL INC held 1,242,214 XAGG 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 1,242,214 shares
    Change vs previous 13F +363,039 shares

    0.02% of the 13F portfolio, value $62,098,277.

    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 879,175 shares
    Change vs previous 13F +757,292 shares

    0.01% of the 13F portfolio, value $43,659,826.

    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 121,883 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,144,122.

    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).