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RAYMOND JAMES FINANCIAL INC: XVV position timeline

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

RAYMOND JAMES FINANCIAL INC held 56,515 XVV 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 56,515 shares
    Change vs previous 13F -5,095 shares

    <0.01% of the 13F portfolio, value $3,209,486.

    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 61,610 shares
    Change vs previous 13F -7,255 shares

    <0.01% of the 13F portfolio, value $3,032,444.

    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 68,865 shares
    Change vs previous 13F -20,965 shares

    <0.01% of the 13F portfolio, value $3,629,185.

    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 89,830 shares
    Change vs previous 13F +29,116 shares

    <0.01% of the 13F portfolio, value $4,628,149.

    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 60,714 shares
    Change vs previous 13F +1,870 shares

    <0.01% of the 13F portfolio, value $2,895,377.

    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 58,844 shares
    Change vs previous 13F +1,405 shares

    <0.01% of the 13F portfolio, value $2,517,506.

    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 57,439 shares
    Change vs previous 13F -8,728 shares

    <0.01% of the 13F portfolio, value $2,601,946.

    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 66,167 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,926,189.

    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.: 20,483 shares
    • Raymond James Financial Services Advisors, Inc.: 45,684 shares

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