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RAYMOND JAMES FINANCIAL INC: IVOV position timeline

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

RAYMOND JAMES FINANCIAL INC held 212,075 IVOV 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 212,075 shares
    Change vs previous 13F +1,577 shares

    0.01% of the 13F portfolio, value $24,191,326.

    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 210,498 shares
    Change vs previous 13F -8,185 shares

    0.01% of the 13F portfolio, value $21,460,270.

    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 218,683 shares
    Change vs previous 13F +24,036 shares

    0.01% of the 13F portfolio, value $22,089,187.

    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 194,647 shares
    Change vs previous 13F +2,446 shares

    0.01% of the 13F portfolio, value $19,614,531.

    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 192,201 shares
    Change vs previous 13F -1,742 shares

    0.01% of the 13F portfolio, value $18,349,402.

    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 193,943 shares
    Change vs previous 13F +1,772 shares

    0.01% of the 13F portfolio, value $17,851,052.

    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 192,171 shares
    Change vs previous 13F +46,282 shares

    0.01% of the 13F portfolio, value $18,363,104.

    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 145,889 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $13,965,942.

    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.: 2,678 shares
    • Raymond James Financial Services Advisors, Inc.: 143,211 shares

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