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RAYMOND JAMES FINANCIAL INC: IVOL position timeline

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

RAYMOND JAMES FINANCIAL INC held 865,019 IVOL 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 865,019 shares
    Change vs previous 13F +7,554 shares

    <0.01% of the 13F portfolio, value $14,956,176.

    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 857,465 shares
    Change vs previous 13F +25,325 shares

    <0.01% of the 13F portfolio, value $16,043,176.

    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 832,140 shares
    Change vs previous 13F -14,135 shares

    <0.01% of the 13F portfolio, value $15,943,803.

    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 846,275 shares
    Change vs previous 13F +64,838 shares

    0.01% of the 13F portfolio, value $16,316,180.

    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 781,437 shares
    Change vs previous 13F -12,950 shares

    0.01% of the 13F portfolio, value $15,284,909.

    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 794,387 shares
    Change vs previous 13F -1,472 shares

    0.01% of the 13F portfolio, value $14,839,158.

    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 795,859 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $14,118,538.

    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).