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RAYMOND JAMES FINANCIAL INC: IVOO position timeline

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

RAYMOND JAMES FINANCIAL INC held 374,873 IVOO 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 374,873 shares
    Change vs previous 13F +7,198 shares

    0.01% of the 13F portfolio, value $48,883,324.

    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 367,675 shares
    Change vs previous 13F +29,246 shares

    0.01% of the 13F portfolio, value $42,032,514.

    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 338,429 shares
    Change vs previous 13F +11,533 shares

    0.01% of the 13F portfolio, value $37,836,346.

    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 326,896 shares
    Change vs previous 13F +13,364 shares

    0.01% of the 13F portfolio, value $36,082,863.

    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 313,532 shares
    Change vs previous 13F +5,405 shares

    0.01% of the 13F portfolio, value $32,914,583.

    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 308,127 shares
    Change vs previous 13F +16,313 shares

    0.01% of the 13F portfolio, value $30,412,116.

    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 291,814 shares
    Change vs previous 13F +192,089 shares

    0.01% of the 13F portfolio, value $30,786,399.

    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 99,725 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,533,973.

    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.: 6,955 shares
    • Raymond James Financial Services Advisors, Inc.: 92,770 shares

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