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RAYMOND JAMES FINANCIAL INC: XSVM position timeline

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

RAYMOND JAMES FINANCIAL INC held 157,803 XSVM 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 157,803 shares
    Change vs previous 13F -32,361 shares

    <0.01% of the 13F portfolio, value $10,981,533.

    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 190,164 shares
    Change vs previous 13F -25,526 shares

    <0.01% of the 13F portfolio, value $11,459,279.

    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 215,690 shares
    Change vs previous 13F +134,373 shares

    <0.01% of the 13F portfolio, value $12,324,540.

    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 81,317 shares
    Change vs previous 13F -15,395 shares

    <0.01% of the 13F portfolio, value $4,591,157.

    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 96,712 shares
    Change vs previous 13F -42,823 shares

    <0.01% of the 13F portfolio, value $5,028,084.

    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 139,535 shares
    Change vs previous 13F -66,001 shares

    <0.01% of the 13F portfolio, value $7,004,646.

    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 205,536 shares
    Change vs previous 13F +154,055 shares

    <0.01% of the 13F portfolio, value $11,197,620.

    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 51,481 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,830,937.

    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).