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RAYMOND JAMES FINANCIAL INC: XLG position timeline

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

RAYMOND JAMES FINANCIAL INC held 2,774,385 XLG 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 2,774,385 shares
    Change vs previous 13F -81,137 shares

    0.05% of the 13F portfolio, value $169,875,557.

    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 2,855,522 shares
    Change vs previous 13F +126,037 shares

    0.05% of the 13F portfolio, value $155,768,753.

    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 2,729,485 shares
    Change vs previous 13F -171,414 shares

    0.05% of the 13F portfolio, value $161,803,895.

    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 2,900,899 shares
    Change vs previous 13F +33,367 shares

    0.05% of the 13F portfolio, value $166,859,713.

    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 2,867,532 shares
    Change vs previous 13F +588,257 shares

    0.05% of the 13F portfolio, value $149,398,434.

    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 2,279,275 shares
    Change vs previous 13F +25,649 shares

    0.04% of the 13F portfolio, value $104,892,250.

    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 2,253,626 shares
    Change vs previous 13F +878,747 shares

    0.04% of the 13F portfolio, value $112,591,167.

    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 1,374,879 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $65,348,008.

    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.: 34,379 shares
    • Raymond James Financial Services Advisors, Inc.: 1,340,500 shares

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