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RAYMOND JAMES FINANCIAL INC: IWD position timeline

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

RAYMOND JAMES FINANCIAL INC held 5,232,373 IWD 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 5,232,373 shares
    Change vs previous 13F -280,154 shares

    0.34% of the 13F portfolio, value $1,268,483,968.

    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 5,512,527 shares
    Change vs previous 13F +133,321 shares

    0.36% of the 13F portfolio, value $1,177,861,556.

    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 5,379,206 shares
    Change vs previous 13F +224,280 shares

    0.35% of the 13F portfolio, value $1,131,462,251.

    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 5,154,926 shares
    Change vs previous 13F +176,135 shares

    0.34% of the 13F portfolio, value $1,049,491,545.

    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 4,978,791 shares
    Change vs previous 13F +76,936 shares

    0.33% of the 13F portfolio, value $967,030,562.

    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 4,901,855 shares
    Change vs previous 13F -351,953 shares

    0.35% of the 13F portfolio, value $922,332,954.

    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 5,253,808 shares
    Change vs previous 13F +3,997,657 shares

    0.36% of the 13F portfolio, value $972,637,471.

    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 1,256,151 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $238,417,480.

    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.: 83,308 shares
    • Raymond James Financial Services Advisors, Inc.: 1,172,843 shares

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