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RAYMOND JAMES FINANCIAL INC: IVW position timeline

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

RAYMOND JAMES FINANCIAL INC held 4,262,762 IVW 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 4,262,762 shares
    Change vs previous 13F +371,883 shares

    0.16% of the 13F portfolio, value $586,257,650.

    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 3,890,879 shares
    Change vs previous 13F -463,921 shares

    0.14% of the 13F portfolio, value $440,097,308.

    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 4,354,800 shares
    Change vs previous 13F +45,738 shares

    0.17% of the 13F portfolio, value $536,772,615.

    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 4,309,062 shares
    Change vs previous 13F +52,514 shares

    0.17% of the 13F portfolio, value $520,189,954.

    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 4,256,548 shares
    Change vs previous 13F -87,757 shares

    0.16% of the 13F portfolio, value $468,645,872.

    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 4,344,305 shares
    Change vs previous 13F -155,645 shares

    0.15% of the 13F portfolio, value $403,281,849.

    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 4,499,950 shares
    Change vs previous 13F +2,220,617 shares

    0.17% of the 13F portfolio, value $456,879,940.

    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 2,279,333 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $218,246,147.

    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.: 64,945 shares
    • Raymond James Financial Services Advisors, Inc.: 2,214,388 shares

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