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RAYMOND JAMES FINANCIAL INC: IEX position timeline

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

RAYMOND JAMES FINANCIAL INC held 3,512 IEX 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 3,512 shares
    Change vs previous 13F -7,799 shares

    <0.01% of the 13F portfolio, value $797,134.

    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 11,311 shares
    Change vs previous 13F -2,109 shares

    <0.01% of the 13F portfolio, value $2,144,024.

    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 13,420 shares
    Change vs previous 13F -34,975 shares

    <0.01% of the 13F portfolio, value $2,387,876.

    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 48,395 shares
    Change vs previous 13F -26,452 shares

    <0.01% of the 13F portfolio, value $7,876,776.

    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 74,847 shares
    Change vs previous 13F -27,942 shares

    <0.01% of the 13F portfolio, value $13,140,889.

    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 102,789 shares
    Change vs previous 13F -66,236 shares

    0.01% of the 13F portfolio, value $18,601,835.

    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 169,025 shares
    Change vs previous 13F +161,333 shares

    0.01% of the 13F portfolio, value $35,375,324.

    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 7,692 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,650,030.

    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.: 2,025 shares
    • Raymond James Financial Services Advisors, Inc.: 5,667 shares

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