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RAYMOND JAMES FINANCIAL INC: GWRE position timeline

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

RAYMOND JAMES FINANCIAL INC held 245,828 GWRE 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 245,828 shares
    Change vs previous 13F +5,904 shares

    0.01% of the 13F portfolio, value $30,249,136.

    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 239,924 shares
    Change vs previous 13F +8,335 shares

    0.01% of the 13F portfolio, value $35,883,011.

    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 231,589 shares
    Change vs previous 13F -8,489 shares

    0.01% of the 13F portfolio, value $46,551,691.

    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 240,078 shares
    Change vs previous 13F -9,931 shares

    0.02% of the 13F portfolio, value $55,184,314.

    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 250,009 shares
    Change vs previous 13F +16,966 shares

    0.02% of the 13F portfolio, value $58,864,606.

    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 233,043 shares
    Change vs previous 13F -3,511 shares

    0.02% of the 13F portfolio, value $43,663,292.

    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 236,554 shares
    Change vs previous 13F +216,183 shares

    0.01% of the 13F portfolio, value $39,878,562.

    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 20,371 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,726,672.

    13F-HR 0001088950-24-000009 filed by RAYMOND JAMES TRUST N.A.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 16,289 shares
    • Raymond James Financial Services Advisors, Inc.: 4,082 shares

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