FORM Wealth Advisors, LLC
- SEC CIK
- 0002053294
- Latest filing
- Jul 10, 2026
RJF holding history
Raymond James Financial Inc in every 13F filed by FORM Wealth Advisors, 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)
- 2,772
- Value
- $421.4K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,772 | $421.4K | <0.1% | +10+0.4% | Added | Holders |
| Q1 2026 | 2,762 | $399.9K | <0.1% | +8+0.3% | Added | Holders |
| Q4 2025 | 2,754 | $442.2K | 0.1% | – | No prior filing | Holders |
| Q3 2025 | – | – | – | – | Not filed | Holders |
| Q2 2025 | 2,737 | $419.7K | 0.1% | +10+0.4% | Added | Holders |
| Q1 2025 | 2,727 | $378.7K | 0.1% | – | No prior filing | Holders |