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RAYMOND JAMES FINANCIAL INC: XMLV position timeline

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

RAYMOND JAMES FINANCIAL INC held 181,336 XMLV 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 181,336 shares
    Change vs previous 13F -708 shares

    <0.01% of the 13F portfolio, value $12,028,040.

    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 182,044 shares
    Change vs previous 13F +2,422 shares

    <0.01% of the 13F portfolio, value $11,463,311.

    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 179,622 shares
    Change vs previous 13F -32,447 shares

    <0.01% of the 13F portfolio, value $11,202,643.

    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 212,069 shares
    Change vs previous 13F +18,528 shares

    <0.01% of the 13F portfolio, value $13,479,057.

    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 193,541 shares
    Change vs previous 13F +17,497 shares

    <0.01% of the 13F portfolio, value $11,935,700.

    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 176,044 shares
    Change vs previous 13F -705 shares

    <0.01% of the 13F portfolio, value $10,865,424.

    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 176,749 shares
    Change vs previous 13F +113,403 shares

    <0.01% of the 13F portfolio, value $10,749,913.

    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 63,346 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,866,627.

    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.: 4,802 shares
    • Raymond James Financial Services Advisors, Inc.: 58,544 shares

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