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RAYMOND JAMES FINANCIAL INC: IVVB position timeline

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

RAYMOND JAMES FINANCIAL INC held 87,233 IVVB 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 87,233 shares
    Change vs previous 13F +35,981 shares

    <0.01% of the 13F portfolio, value $3,020,879.

    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 51,252 shares
    Change vs previous 13F +36,736 shares

    <0.01% of the 13F portfolio, value $1,642,114.

    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 14,516 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $480,045.

    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).