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Disclosery

RAYMOND JAMES FINANCIAL INC: XSORX position timeline

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

RAYMOND JAMES FINANCIAL INC held 58,017 XSORX 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 58,017 shares
    Change vs previous 13F -941 shares

    <0.01% of the 13F portfolio, value $2,667,036.

    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 58,958 shares
    Change vs previous 13F +8,116 shares

    <0.01% of the 13F portfolio, value $2,730,931.

    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 50,842 shares
    Change vs previous 13F +5,280 shares

    <0.01% of the 13F portfolio, value $2,326,555.

    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 45,562 shares
    Change vs previous 13F -438 shares

    <0.01% of the 13F portfolio, value $2,051,204.

    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 46,000 shares
    Change vs previous 13F +2,165 shares

    <0.01% of the 13F portfolio, value $1,994,676.

    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 43,835 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,819,537.

    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).