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RAYMOND JAMES FINANCIAL INC: XSOE position timeline

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

RAYMOND JAMES FINANCIAL INC held 91,312 XSOE 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 91,312 shares
    Change vs previous 13F +16,982 shares

    <0.01% of the 13F portfolio, value $4,490,737.

    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 74,330 shares
    Change vs previous 13F +2,832 shares

    <0.01% of the 13F portfolio, value $2,980,602.

    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 71,498 shares
    Change vs previous 13F -9,979 shares

    <0.01% of the 13F portfolio, value $2,789,870.

    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 81,477 shares
    Change vs previous 13F -35,886 shares

    <0.01% of the 13F portfolio, value $3,091,202.

    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 117,363 shares
    Change vs previous 13F -769 shares

    <0.01% of the 13F portfolio, value $4,046,691.

    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 118,132 shares
    Change vs previous 13F -9,890 shares

    <0.01% of the 13F portfolio, value $3,646,745.

    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 128,022 shares
    Change vs previous 13F +57,107 shares

    <0.01% of the 13F portfolio, value $3,902,109.

    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 70,915 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,342,307.

    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.: 14,269 shares
    • Raymond James Financial Services Advisors, Inc.: 56,646 shares

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