Summit Wealth Group Llc / Co »

Raymond James Financial shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Raymond James Financial

Tip: Access up to 7 years of quarterly data

All positions including Raymond James Financial held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Raymond James Financial by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $354k 3.5k 100.43