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RAYMOND JAMES FINANCIAL INC: IDLV position timeline

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

RAYMOND JAMES FINANCIAL INC held 320,624 IDLV 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 320,624 shares
    Change vs previous 13F +8,244 shares

    <0.01% of the 13F portfolio, value $11,059,424.

    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 312,380 shares
    Change vs previous 13F +3,805 shares

    <0.01% of the 13F portfolio, value $10,762,639.

    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 308,575 shares
    Change vs previous 13F +26,116 shares

    <0.01% of the 13F portfolio, value $10,460,709.

    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 282,459 shares
    Change vs previous 13F +20,829 shares

    <0.01% of the 13F portfolio, value $9,462,373.

    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 261,630 shares
    Change vs previous 13F +146,722 shares

    <0.01% of the 13F portfolio, value $8,666,503.

    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 114,908 shares
    Change vs previous 13F +7,351 shares

    <0.01% of the 13F portfolio, value $3,484,522.

    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 107,557 shares
    Change vs previous 13F +18,936 shares

    <0.01% of the 13F portfolio, value $2,992,764.

    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 88,621 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,695,841.

    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).