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RAYMOND JAMES FINANCIAL INC: IWB position timeline

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

RAYMOND JAMES FINANCIAL INC held 565,167 IWB 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 565,167 shares
    Change vs previous 13F -26,901 shares

    0.06% of the 13F portfolio, value $231,435,746.

    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 592,068 shares
    Change vs previous 13F -39,321 shares

    0.07% of the 13F portfolio, value $211,107,910.

    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 631,389 shares
    Change vs previous 13F +7,202 shares

    0.07% of the 13F portfolio, value $235,785,673.

    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 624,187 shares
    Change vs previous 13F +44,663 shares

    0.07% of the 13F portfolio, value $228,128,044.

    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 579,524 shares
    Change vs previous 13F -19,621 shares

    0.07% of the 13F portfolio, value $196,788,959.

    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 599,145 shares
    Change vs previous 13F -9,923 shares

    0.07% of the 13F portfolio, value $183,781,758.

    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 609,068 shares
    Change vs previous 13F +229,813 shares

    0.07% of the 13F portfolio, value $196,217,385.

    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 379,255 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $119,234,017.

    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.: 3,258 shares
    • Raymond James Financial Services Advisors, Inc.: 375,997 shares

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