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RAYMOND JAMES FINANCIAL INC: IDV position timeline

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

RAYMOND JAMES FINANCIAL INC held 1,804,394 IDV 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 1,804,394 shares
    Change vs previous 13F +59,858 shares

    0.02% of the 13F portfolio, value $74,756,021.

    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 1,744,536 shares
    Change vs previous 13F +121,045 shares

    0.02% of the 13F portfolio, value $74,247,471.

    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 1,623,491 shares
    Change vs previous 13F +170,325 shares

    0.02% of the 13F portfolio, value $64,046,728.

    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 1,453,166 shares
    Change vs previous 13F +50,856 shares

    0.02% of the 13F portfolio, value $53,113,213.

    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 1,402,310 shares
    Change vs previous 13F +141,382 shares

    0.02% of the 13F portfolio, value $48,393,750.

    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 1,260,928 shares
    Change vs previous 13F +46,599 shares

    0.01% of the 13F portfolio, value $39,113,984.

    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 1,214,329 shares
    Change vs previous 13F +414,381 shares

    0.01% of the 13F portfolio, value $33,248,354.

    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 799,948 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $24,182,421.

    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.: 65,368 shares
    • Raymond James Financial Services Advisors, Inc.: 734,580 shares

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