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RAYMOND JAMES FINANCIAL INC: IVZ position timeline

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

RAYMOND JAMES FINANCIAL INC held 1,812,379 IVZ 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 1,812,379 shares
    Change vs previous 13F +588,853 shares

    0.01% of the 13F portfolio, value $47,828,663.

    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 1,223,526 shares
    Change vs previous 13F +206,187 shares

    0.01% of the 13F portfolio, value $29,719,445.

    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 1,017,339 shares
    Change vs previous 13F +855,665 shares

    0.01% of the 13F portfolio, value $26,725,495.

    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 161,674 shares
    Change vs previous 13F +51,457 shares

    <0.01% of the 13F portfolio, value $3,708,801.

    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 110,217 shares
    Change vs previous 13F -2,721 shares

    <0.01% of the 13F portfolio, value $1,738,128.

    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 112,938 shares
    Change vs previous 13F -250 shares

    <0.01% of the 13F portfolio, value $1,713,265.

    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 113,188 shares
    Change vs previous 13F +90,821 shares

    <0.01% of the 13F portfolio, value $1,978,527.

    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 22,367 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $392,758.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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