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RAYMOND JAMES FINANCIAL INC: IUSV position timeline

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

RAYMOND JAMES FINANCIAL INC held 1,655,527 IUSV 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 1,655,527 shares
    Change vs previous 13F +15,390 shares

    0.05% of the 13F portfolio, value $182,356,314.

    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 1,640,137 shares
    Change vs previous 13F -80,325 shares

    0.05% of the 13F portfolio, value $167,704,060.

    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 1,720,462 shares
    Change vs previous 13F +209,495 shares

    0.05% of the 13F portfolio, value $176,416,184.

    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 1,510,967 shares
    Change vs previous 13F +5,628 shares

    0.05% of the 13F portfolio, value $151,021,166.

    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 1,505,339 shares
    Change vs previous 13F +89,419 shares

    0.05% of the 13F portfolio, value $142,450,232.

    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 1,415,920 shares
    Change vs previous 13F +2,763 shares

    0.05% of the 13F portfolio, value $130,675,313.

    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 1,413,157 shares
    Change vs previous 13F +607,955 shares

    0.05% of the 13F portfolio, value $130,844,188.

    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 805,202 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $76,888,786.

    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.: 3,284 shares
    • Raymond James Financial Services Advisors, Inc.: 801,918 shares

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