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RAYMOND JAMES FINANCIAL INC: IBHF position timeline

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

RAYMOND JAMES FINANCIAL INC held 658,086 IBHF 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 658,086 shares
    Change vs previous 13F -6,437 shares

    <0.01% of the 13F portfolio, value $14,905,652.

    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 664,523 shares
    Change vs previous 13F -64,845 shares

    <0.01% of the 13F portfolio, value $15,250,818.

    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 729,368 shares
    Change vs previous 13F +87,151 shares

    0.01% of the 13F portfolio, value $16,833,812.

    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 642,217 shares
    Change vs previous 13F +73,255 shares

    <0.01% of the 13F portfolio, value $15,021,461.

    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 568,962 shares
    Change vs previous 13F +115,567 shares

    <0.01% of the 13F portfolio, value $13,216,996.

    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 453,395 shares
    Change vs previous 13F +110,008 shares

    <0.01% of the 13F portfolio, value $10,527,825.

    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 343,387 shares
    Change vs previous 13F +143,937 shares

    <0.01% of the 13F portfolio, value $7,949,417.

    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 199,450 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,669,131.

    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).