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RAYMOND JAMES FINANCIAL INC: IQDG position timeline

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

RAYMOND JAMES FINANCIAL INC held 117,786 IQDG 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 117,786 shares
    Change vs previous 13F +8,414 shares

    <0.01% of the 13F portfolio, value $5,074,227.

    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 109,372 shares
    Change vs previous 13F +19,937 shares

    <0.01% of the 13F portfolio, value $4,390,226.

    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 89,435 shares
    Change vs previous 13F +30,419 shares

    <0.01% of the 13F portfolio, value $3,709,750.

    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 59,016 shares
    Change vs previous 13F +3,481 shares

    <0.01% of the 13F portfolio, value $2,353,535.

    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 55,535 shares
    Change vs previous 13F -1,361 shares

    <0.01% of the 13F portfolio, value $2,201,426.

    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 56,896 shares
    Change vs previous 13F -71,859 shares

    <0.01% of the 13F portfolio, value $2,030,039.

    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 128,755 shares
    Change vs previous 13F +74,988 shares

    <0.01% of the 13F portfolio, value $4,404,703.

    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 53,767 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,104,980.

    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.: 8,397 shares
    • Raymond James Financial Services Advisors, Inc.: 45,370 shares

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