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Millstone Evans Group, LLC

SEC CIK
0002041943
Latest filing
Aug 11, 2026

RJF holding history

Raymond James Financial Inc in every 13F filed by Millstone Evans 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)
19,055
Value
$2.90M
% of portfolio
1.6%
Quarters held
7
Since Q4 2024
Holdings of RJF by Millstone Evans Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,055$2.90M1.6%−284−1.5%ReducedHolders
Q1 202619,339$2.80M1.7%+344+1.8%AddedHolders
Q4 202518,995$3.05M1.8%−496−2.5%ReducedHolders
Q3 202519,491$3.36M2.1%−134−0.7%ReducedHolders
Q2 202519,625$3.01M2.1%−38−0.2%ReducedHolders
Q1 202519,663$2.73M1.9%−198−1.0%ReducedHolders
Q4 202419,861$3.09M2.1%–No prior filingHolders