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RAYMOND JAMES FINANCIAL INC: IVE position timeline

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

RAYMOND JAMES FINANCIAL INC held 1,654,914 IVE 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 1,654,914 shares
    Change vs previous 13F +33,949 shares

    0.1% of the 13F portfolio, value $375,764,672.

    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 1,620,965 shares
    Change vs previous 13F -224,665 shares

    0.11% of the 13F portfolio, value $342,266,641.

    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 1,845,630 shares
    Change vs previous 13F +153,145 shares

    0.12% of the 13F portfolio, value $391,402,841.

    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 1,692,485 shares
    Change vs previous 13F +45,268 shares

    0.11% of the 13F portfolio, value $349,515,147.

    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 1,647,217 shares
    Change vs previous 13F +48,639 shares

    0.11% of the 13F portfolio, value $321,899,140.

    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 1,598,578 shares
    Change vs previous 13F -32,150 shares

    0.11% of the 13F portfolio, value $304,656,986.

    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 1,630,728 shares
    Change vs previous 13F +768,707 shares

    0.11% of the 13F portfolio, value $311,273,415.

    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 862,021 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $169,964,606.

    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.: 13,783 shares
    • Raymond James Financial Services Advisors, Inc.: 848,238 shares

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