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RAYMOND JAMES FINANCIAL INC: XMVM position timeline

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

RAYMOND JAMES FINANCIAL INC held 282,185 XMVM 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 282,185 shares
    Change vs previous 13F +42,959 shares

    0.01% of the 13F portfolio, value $20,012,562.

    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 239,226 shares
    Change vs previous 13F +90,948 shares

    <0.01% of the 13F portfolio, value $15,578,365.

    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 148,278 shares
    Change vs previous 13F -968 shares

    <0.01% of the 13F portfolio, value $9,513,516.

    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 149,246 shares
    Change vs previous 13F +10,608 shares

    <0.01% of the 13F portfolio, value $9,197,897.

    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 138,638 shares
    Change vs previous 13F -5,737 shares

    <0.01% of the 13F portfolio, value $7,711,878.

    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 144,375 shares
    Change vs previous 13F +10,948 shares

    <0.01% of the 13F portfolio, value $7,614,972.

    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 133,427 shares
    Change vs previous 13F -89,365 shares

    <0.01% of the 13F portfolio, value $7,394,523.

    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 222,792 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $12,349,307.

    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).