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RAYMOND JAMES FINANCIAL INC: IVLU position timeline

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

RAYMOND JAMES FINANCIAL INC held 531,449 IVLU 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 531,449 shares
    Change vs previous 13F +171,059 shares

    0.01% of the 13F portfolio, value $22,225,192.

    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 360,390 shares
    Change vs previous 13F +2,515 shares

    <0.01% of the 13F portfolio, value $14,300,302.

    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 357,875 shares
    Change vs previous 13F +36,612 shares

    <0.01% of the 13F portfolio, value $13,617,177.

    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 321,263 shares
    Change vs previous 13F +91,748 shares

    <0.01% of the 13F portfolio, value $11,398,391.

    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 229,515 shares
    Change vs previous 13F +13,299 shares

    <0.01% of the 13F portfolio, value $7,548,729.

    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 216,216 shares
    Change vs previous 13F +18,603 shares

    <0.01% of the 13F portfolio, value $6,553,486.

    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 197,613 shares
    Change vs previous 13F +156,134 shares

    <0.01% of the 13F portfolio, value $5,357,270.

    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 41,479 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,224,880.

    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).