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RAYMOND JAMES FINANCIAL INC: IVV position timeline

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

RAYMOND JAMES FINANCIAL INC held 4,742,179 IVV 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 4,742,179 shares
    Change vs previous 13F +190,980 shares

    0.96% of the 13F portfolio, value $3,551,370,595.

    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 4,551,199 shares
    Change vs previous 13F +182,133 shares

    0.92% of the 13F portfolio, value $2,972,722,044.

    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 4,369,066 shares
    Change vs previous 13F +343,801 shares

    0.93% of the 13F portfolio, value $2,992,589,968.

    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 4,025,265 shares
    Change vs previous 13F -192,620 shares

    0.87% of the 13F portfolio, value $2,694,109,928.

    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 4,217,885 shares
    Change vs previous 13F +24,418 shares

    0.9% of the 13F portfolio, value $2,618,884,865.

    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 4,193,467 shares
    Change vs previous 13F +68,300 shares

    0.89% of the 13F portfolio, value $2,356,308,798.

    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 4,125,167 shares
    Change vs previous 13F +1,106,258 shares

    0.9% of the 13F portfolio, value $2,428,402,815.

    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 3,018,909 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $1,741,366,806.

    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.: 79,101 shares
    • Raymond James Financial Services Advisors, Inc.: 2,939,808 shares

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