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RAYMOND JAMES FINANCIAL INC: XHE position timeline

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

RAYMOND JAMES FINANCIAL INC held 10,095 XHE 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 10,095 shares
    Change vs previous 13F -2,565 shares

    <0.01% of the 13F portfolio, value $850,269.

    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 12,660 shares
    Change vs previous 13F -19,897 shares

    <0.01% of the 13F portfolio, value $990,489.

    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 32,557 shares
    Change vs previous 13F +22,186 shares

    <0.01% of the 13F portfolio, value $2,872,471.

    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 10,371 shares
    Change vs previous 13F -3,005 shares

    <0.01% of the 13F portfolio, value $816,747.

    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 13,376 shares
    Change vs previous 13F +781 shares

    <0.01% of the 13F portfolio, value $1,086,296.

    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 12,595 shares
    Change vs previous 13F -3,001 shares

    <0.01% of the 13F portfolio, value $1,035,332.

    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 15,596 shares
    Change vs previous 13F +11,152 shares

    <0.01% of the 13F portfolio, value $1,380,428.

    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 4,444 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $402,246.

    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).