Position in RJF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,219,243
+$299,360 QoQ
Shares Held
40,908
+0.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#196
of 899 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LMG Wealth Partners, LLC holds $7,780,774 across 3 Asset Management names. RJF ranks #1 (79.9% of the industry book) .
All Filings in RJF
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,219,243 | 40,908 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,919,883 | 40,886 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $6,492,653 | 40,430 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,979,944 | 40,440 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,202,282 | 40,440 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,569,040 | 40,091 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,179,182 | 39,781 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,871,581 | 39,781 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,933,769 | 39,914 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,157,860 | 40,164 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,346,604 | 38,983 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,986,870 | 39,698 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $4,147,064 | 39,964 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,718,395 | 39,867 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,300,907 | 21,534 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||