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RAYMOND JAMES FINANCIAL INC: DWLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RAYMOND JAMES FINANCIAL INC on DWLD, newest first. How the timeline and the estimate are built.

RAYMOND JAMES FINANCIAL INC held 266,970 DWLD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 266,970 shares
    Change vs previous 13F +8,691 shares

    <0.01% of the 13F portfolio, value $12,344,710.

    13F-HR 0000720005-26-000071 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 258,279 shares
    Change vs previous 13F +36,448 shares

    <0.01% of the 13F portfolio, value $11,315,219.

    13F-HR 0000720005-26-000052 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 221,831 shares
    Change vs previous 13F +13,901 shares

    <0.01% of the 13F portfolio, value $10,346,215.

    13F-HR 0000720005-26-000036 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 207,930 shares
    Change vs previous 13F +12,260 shares

    <0.01% of the 13F portfolio, value $9,404,664.

    13F-HR 0000720005-25-000087 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 195,670 shares
    Change vs previous 13F +22,199 shares

    <0.01% of the 13F portfolio, value $8,108,673.

    13F-HR 0000720005-25-000073 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 173,471 shares
    Change vs previous 13F +61,288 shares

    <0.01% of the 13F portfolio, value $6,538,132.

    13F-HR 0000720005-25-000054 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 112,183 shares
    Change vs previous 13F +60,206 shares

    <0.01% of the 13F portfolio, value $4,073,357.

    13F-HR/A 0000720005-25-000047 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 51,977 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,969,970.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).