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RAYMOND JAMES FINANCIAL INC: XGDVX position timeline

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

RAYMOND JAMES FINANCIAL INC held 1,359,383 XGDVX 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 1,359,383 shares
    Change vs previous 13F +12,457 shares

    0.01% of the 13F portfolio, value $39,965,846.

    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 1,346,926 shares
    Change vs previous 13F -24,947 shares

    0.01% of the 13F portfolio, value $36,272,709.

    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 1,371,873 shares
    Change vs previous 13F +30,415 shares

    0.01% of the 13F portfolio, value $38,096,908.

    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 1,341,458 shares
    Change vs previous 13F -17,676 shares

    0.01% of the 13F portfolio, value $36,393,757.

    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 1,359,134 shares
    Change vs previous 13F +31,024 shares

    0.01% of the 13F portfolio, value $35,351,080.

    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 1,328,110 shares
    Change vs previous 13F +14,346 shares

    0.01% of the 13F portfolio, value $32,047,295.

    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 1,313,764 shares
    Change vs previous 13F +700,569 shares

    0.01% of the 13F portfolio, value $31,727,396.

    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 613,195 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $14,992,610.

    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.: 31,151 shares
    • Raymond James Financial Services Advisors, Inc.: 582,044 shares

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