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RAYMOND JAMES FINANCIAL INC: HWM position timeline

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

RAYMOND JAMES FINANCIAL INC held 611,695 HWM 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 611,695 shares
    Change vs previous 13F -203,440 shares

    0.04% of the 13F portfolio, value $164,460,439.

    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 815,135 shares
    Change vs previous 13F +196,719 shares

    0.06% of the 13F portfolio, value $186,291,001.

    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 618,416 shares
    Change vs previous 13F -1,095 shares

    0.04% of the 13F portfolio, value $126,787,647.

    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 619,511 shares
    Change vs previous 13F -83,257 shares

    0.04% of the 13F portfolio, value $121,565,380.

    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 702,768 shares
    Change vs previous 13F -65,734 shares

    0.05% of the 13F portfolio, value $130,806,053.

    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 768,502 shares
    Change vs previous 13F +203,992 shares

    0.04% of the 13F portfolio, value $99,697,686.

    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 564,510 shares
    Change vs previous 13F +442,072 shares

    0.02% of the 13F portfolio, value $61,740,393.

    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 122,438 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $12,274,441.

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

    • RAYMOND JAMES TRUST N.A.: 2,991 shares
    • Raymond James Financial Services Advisors, Inc.: 119,447 shares

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