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RAYMOND JAMES FINANCIAL INC: YSEP position timeline

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

RAYMOND JAMES FINANCIAL INC held 133,285 YSEP 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 133,285 shares
    Change vs previous 13F -4,092 shares

    <0.01% of the 13F portfolio, value $3,670,669.

    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 137,377 shares
    Change vs previous 13F -129,521 shares

    <0.01% of the 13F portfolio, value $3,595,211.

    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 266,898 shares
    Change vs previous 13F +26,222 shares

    <0.01% of the 13F portfolio, value $6,943,325.

    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 240,676 shares
    Change vs previous 13F +31,548 shares

    <0.01% of the 13F portfolio, value $6,137,239.

    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 209,128 shares
    Change vs previous 13F -8,569 shares

    <0.01% of the 13F portfolio, value $5,102,723.

    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 217,697 shares
    Change vs previous 13F -19,705 shares

    <0.01% of the 13F portfolio, value $4,948,253.

    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 237,402 shares
    Change vs previous 13F +115,992 shares

    <0.01% of the 13F portfolio, value $5,151,623.

    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 121,410 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,770,576.

    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).