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Livermore
Livermore
ZHEN

High Net Worth Advisory Group LLC

SEC CIK
0001919142
Latest filing
Jul 29, 2026

RJF holding history

Raymond James Financial Inc in every 13F filed by High Net Worth Advisory Group 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)
14,009
Value
$2.13M
% of portfolio
0.5%
Quarters held
19
Since Q4 2021
Holdings of RJF by High Net Worth Advisory Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,009$2.13M0.5%−256−1.8%ReducedHolders
Q1 202614,265$2.07M0.5%+302+2.2%AddedHolders
Q4 202513,963$2.24M0.5%+227+1.7%AddedHolders
Q3 202513,736$2.37M0.6%−398−2.8%ReducedHolders
Q2 202514,134$2.17M0.6%−364−2.5%ReducedHolders
Q1 202514,498$2.01M0.6%−100−0.7%ReducedHolders
Q4 202414,598$2.27M0.6%+366+2.6%AddedHolders
Q3 202414,232$1.74M0.5%−300−2.1%ReducedHolders
Q2 202414,532$1.80M0.5%−99−0.7%ReducedHolders
Q1 202414,631$1.88M0.6%00.0%UnchangedHolders
Q4 202314,631$1.63M0.6%00.0%UnchangedHolders
Q3 202314,631$1.47M0.6%00.0%UnchangedHolders
Q2 202314,631$1.52M0.6%00.0%UnchangedHolders
Q1 202314,631$1.36M0.6%00.0%UnchangedHolders
Q4 202214,631$1.56M0.6%00.0%UnchangedHolders
Q3 202214,631$1.45M0.6%00.0%UnchangedHolders
Q2 202214,631$1.31M0.5%+761+5.5%AddedHolders
Q1 202213,870$1.52M0.6%+208+1.5%AddedHolders
Q4 202113,662$1.37M0.5%–No prior filingHolders