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RAYMOND JAMES FINANCIAL INC: IBMO position timeline

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

RAYMOND JAMES FINANCIAL INC held 175,525 IBMO 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 175,525 shares
    Change vs previous 13F -2,722 shares

    <0.01% of the 13F portfolio, value $4,500,484.

    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 178,247 shares
    Change vs previous 13F -4,595 shares

    <0.01% of the 13F portfolio, value $4,568,478.

    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 182,842 shares
    Change vs previous 13F -8,011 shares

    <0.01% of the 13F portfolio, value $4,687,513.

    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 190,853 shares
    Change vs previous 13F -14,144 shares

    <0.01% of the 13F portfolio, value $4,897,286.

    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 204,997 shares
    Change vs previous 13F -80,350 shares

    <0.01% of the 13F portfolio, value $5,252,640.

    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 285,347 shares
    Change vs previous 13F -83,875 shares

    <0.01% of the 13F portfolio, value $7,293,461.

    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 369,222 shares
    Change vs previous 13F +83,118 shares

    <0.01% of the 13F portfolio, value $9,400,389.

    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 286,104 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,340,002.

    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).