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RAYMOND JAMES FINANCIAL INC: IUSB position timeline

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

RAYMOND JAMES FINANCIAL INC held 5,356,065 IUSB 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 5,356,065 shares
    Change vs previous 13F +417,848 shares

    0.07% of the 13F portfolio, value $247,182,423.

    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 4,938,217 shares
    Change vs previous 13F +411,929 shares

    0.07% of the 13F portfolio, value $228,096,211.

    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 4,526,288 shares
    Change vs previous 13F +252,840 shares

    0.07% of the 13F portfolio, value $210,653,439.

    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 4,273,448 shares
    Change vs previous 13F +168,806 shares

    0.06% of the 13F portfolio, value $199,612,736.

    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 4,104,642 shares
    Change vs previous 13F +47,708 shares

    0.07% of the 13F portfolio, value $189,757,621.

    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 4,056,934 shares
    Change vs previous 13F -13,413 shares

    0.07% of the 13F portfolio, value $186,943,497.

    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 4,070,347 shares
    Change vs previous 13F +2,691,340 shares

    0.07% of the 13F portfolio, value $183,979,665.

    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 1,379,007 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $64,978,792.

    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.: 6,819 shares
    • Raymond James Financial Services Advisors, Inc.: 1,372,188 shares

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