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RAYMOND JAMES FINANCIAL INC: XYLD position timeline

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

RAYMOND JAMES FINANCIAL INC held 503,980 XYLD 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 503,980 shares
    Change vs previous 13F -10,289 shares

    0.01% of the 13F portfolio, value $20,557,338.

    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 514,269 shares
    Change vs previous 13F -26,304 shares

    0.01% of the 13F portfolio, value $20,123,349.

    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 540,573 shares
    Change vs previous 13F -703,090 shares

    0.01% of the 13F portfolio, value $21,963,501.

    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 1,243,663 shares
    Change vs previous 13F -108,139 shares

    0.02% of the 13F portfolio, value $48,826,207.

    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 1,351,802 shares
    Change vs previous 13F -127,253 shares

    0.02% of the 13F portfolio, value $52,639,166.

    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 1,479,055 shares
    Change vs previous 13F -56,831 shares

    0.02% of the 13F portfolio, value $58,407,894.

    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 1,535,886 shares
    Change vs previous 13F +484,417 shares

    0.02% of the 13F portfolio, value $64,353,613.

    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 1,051,469 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $43,635,961.

    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).