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RAYMOND JAMES FINANCIAL INC: ZROZ position timeline

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

RAYMOND JAMES FINANCIAL INC held 227,054 ZROZ 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 227,054 shares
    Change vs previous 13F +28,115 shares

    <0.01% of the 13F portfolio, value $14,554,191.

    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 198,939 shares
    Change vs previous 13F +7,996 shares

    <0.01% of the 13F portfolio, value $12,734,108.

    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 190,943 shares
    Change vs previous 13F -10,515 shares

    <0.01% of the 13F portfolio, value $12,268,073.

    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 201,458 shares
    Change vs previous 13F -10,968 shares

    <0.01% of the 13F portfolio, value $13,691,055.

    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 212,426 shares
    Change vs previous 13F +67,363 shares

    <0.01% of the 13F portfolio, value $14,247,460.

    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 145,063 shares
    Change vs previous 13F -20,067 shares

    <0.01% of the 13F portfolio, value $10,390,840.

    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 165,130 shares
    Change vs previous 13F +152,030 shares

    <0.01% of the 13F portfolio, value $11,331,171.

    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 13,100 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,079,714.

    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).