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RAYMOND JAMES FINANCIAL INC: XBGYX position timeline

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

RAYMOND JAMES FINANCIAL INC held 472,146 XBGYX 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 472,146 shares
    Change vs previous 13F +5,878 shares

    <0.01% of the 13F portfolio, value $2,710,113.

    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 466,268 shares
    Change vs previous 13F +62,304 shares

    <0.01% of the 13F portfolio, value $2,522,505.

    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 403,964 shares
    Change vs previous 13F +26,054 shares

    <0.01% of the 13F portfolio, value $2,375,306.

    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 377,910 shares
    Change vs previous 13F +82,148 shares

    <0.01% of the 13F portfolio, value $2,172,983.

    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 295,762 shares
    Change vs previous 13F -4,527 shares

    <0.01% of the 13F portfolio, value $1,712,464.

    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 300,289 shares
    Change vs previous 13F -5,972 shares

    <0.01% of the 13F portfolio, value $1,684,625.

    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 306,261 shares
    Change vs previous 13F +177,107 shares

    <0.01% of the 13F portfolio, value $1,626,245.

    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 129,154 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $749,093.

    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).