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RAYMOND JAMES FINANCIAL INC: ITOT position timeline

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

RAYMOND JAMES FINANCIAL INC held 2,009,020 ITOT 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 2,009,020 shares
    Change vs previous 13F +60,321 shares

    0.09% of the 13F portfolio, value $330,021,690.

    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 1,948,699 shares
    Change vs previous 13F -115,656 shares

    0.09% of the 13F portfolio, value $277,553,214.

    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 2,064,355 shares
    Change vs previous 13F -417,685 shares

    0.1% of the 13F portfolio, value $306,949,079.

    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 2,482,040 shares
    Change vs previous 13F +120,536 shares

    0.12% of the 13F portfolio, value $361,509,061.

    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 2,361,504 shares
    Change vs previous 13F -37,789 shares

    0.11% of the 13F portfolio, value $318,897,416.

    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 2,399,293 shares
    Change vs previous 13F +51,371 shares

    0.11% of the 13F portfolio, value $292,737,745.

    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 2,347,922 shares
    Change vs previous 13F +683,472 shares

    0.11% of the 13F portfolio, value $301,989,657.

    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 1,664,450 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $209,088,271.

    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.: 17,107 shares
    • Raymond James Financial Services Advisors, Inc.: 1,647,343 shares

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