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RAYMOND JAMES FINANCIAL INC: IUS position timeline

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

RAYMOND JAMES FINANCIAL INC held 251,557 IUS 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 251,557 shares
    Change vs previous 13F +11,391 shares

    <0.01% of the 13F portfolio, value $16,497,108.

    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 240,166 shares
    Change vs previous 13F -17,994 shares

    <0.01% of the 13F portfolio, value $13,908,968.

    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 258,160 shares
    Change vs previous 13F -990 shares

    <0.01% of the 13F portfolio, value $14,756,519.

    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 259,150 shares
    Change vs previous 13F +7,724 shares

    <0.01% of the 13F portfolio, value $14,307,695.

    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 251,426 shares
    Change vs previous 13F -833 shares

    <0.01% of the 13F portfolio, value $12,948,428.

    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 252,259 shares
    Change vs previous 13F +9,580 shares

    <0.01% of the 13F portfolio, value $12,451,482.

    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 242,679 shares
    Change vs previous 13F +206 shares

    <0.01% of the 13F portfolio, value $12,053,866.

    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 242,473 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $12,196,392.

    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).