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RAYMOND JAMES FINANCIAL INC: XLV position timeline

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

RAYMOND JAMES FINANCIAL INC held 4,974,409 XLV 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 4,974,409 shares
    Change vs previous 13F +187,281 shares

    0.21% of the 13F portfolio, value $789,239,747.

    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 4,787,128 shares
    Change vs previous 13F -186,971 shares

    0.22% of the 13F portfolio, value $701,840,759.

    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 4,974,099 shares
    Change vs previous 13F +81,347 shares

    0.24% of the 13F portfolio, value $769,990,587.

    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 4,892,752 shares
    Change vs previous 13F -755,007 shares

    0.22% of the 13F portfolio, value $680,924,286.

    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 5,647,759 shares
    Change vs previous 13F -392,247 shares

    0.26% of the 13F portfolio, value $761,261,409.

    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 6,040,006 shares
    Change vs previous 13F +20,358 shares

    0.33% of the 13F portfolio, value $881,901,194.

    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 6,019,648 shares
    Change vs previous 13F +4,369,033 shares

    0.31% of the 13F portfolio, value $828,122,991.

    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 1,650,615 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $254,227,698.

    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.: 38,081 shares
    • Raymond James Financial Services Advisors, Inc.: 1,612,534 shares

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