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RAYMOND JAMES FINANCIAL INC: XRT position timeline

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

RAYMOND JAMES FINANCIAL INC held 23,449 XRT 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 23,449 shares
    Change vs previous 13F -2,775 shares

    <0.01% of the 13F portfolio, value $2,057,349.

    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 26,224 shares
    Change vs previous 13F +7,666 shares

    <0.01% of the 13F portfolio, value $2,110,271.

    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 18,558 shares
    Change vs previous 13F -661 shares

    <0.01% of the 13F portfolio, value $1,582,794.

    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 19,219 shares
    Change vs previous 13F +5,706 shares

    <0.01% of the 13F portfolio, value $1,656,317.

    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 13,513 shares
    Change vs previous 13F +3,264 shares

    <0.01% of the 13F portfolio, value $1,041,319.

    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 10,249 shares
    Change vs previous 13F -4,332 shares

    <0.01% of the 13F portfolio, value $708,087.

    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 14,581 shares
    Change vs previous 13F +11,403 shares

    <0.01% of the 13F portfolio, value $1,160,537.

    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 3,178 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $246,930.

    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).