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RAYMOND JAMES FINANCIAL INC: XCHYX position timeline

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

RAYMOND JAMES FINANCIAL INC held 359,069 XCHYX 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 359,069 shares
    Change vs previous 13F +22,052 shares

    <0.01% of the 13F portfolio, value $4,890,519.

    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 337,017 shares
    Change vs previous 13F +30,309 shares

    <0.01% of the 13F portfolio, value $3,670,108.

    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 306,708 shares
    Change vs previous 13F +6,711 shares

    <0.01% of the 13F portfolio, value $3,468,865.

    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 299,997 shares
    Change vs previous 13F +8,748 shares

    <0.01% of the 13F portfolio, value $3,365,972.

    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 291,249 shares
    Change vs previous 13F -527 shares

    <0.01% of the 13F portfolio, value $3,200,837.

    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 291,776 shares
    Change vs previous 13F -9,732 shares

    <0.01% of the 13F portfolio, value $2,946,939.

    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 301,508 shares
    Change vs previous 13F +164,682 shares

    <0.01% of the 13F portfolio, value $3,660,300.

    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 136,826 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,632,329.

    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.: 20,887 shares
    • Raymond James Financial Services Advisors, Inc.: 115,939 shares

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