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Formidable Asset Management, LLC

SEC CIK
0001592613
Latest filing
Jul 17, 2026

RJF holding history

Raymond James Financial Inc in every 13F filed by Formidable Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RJF overviewAll 13F holders of RJFFull Q2 2026 holdings

Shares (Q2 2026)
7,291
Value
$1.06M
% of portfolio
0.2%
Quarters held
10
Since Q1 2024
Holdings of RJF by Formidable Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,291$1.06M0.2%−327−4.3%ReducedHolders
Q1 20267,618$1.22M0.2%+20.0%AddedHolders
Q4 20257,616$1.31M0.2%−160−2.1%ReducedHolders
Q3 20257,776$1.19M0.2%−27−0.3%ReducedHolders
Q2 20257,803$1.08M0.2%00.0%UnchangedHolders
Q1 20257,803$1.08M0.2%−98−1.2%ReducedHolders
Q4 20247,901$1.23M0.2%+67+0.9%AddedHolders
Q3 20247,834$959.3K0.2%+15+0.2%AddedHolders
Q2 20247,819$966.5K0.2%+21+0.3%AddedHolders
Q1 20247,798$1.00M0.2%+7,798NewHolders