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RAYMOND JAMES FINANCIAL INC: IWM position timeline

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

RAYMOND JAMES FINANCIAL INC held 2,056,250 IWM 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 2,056,250 shares
    Change vs previous 13F +50,830 shares

    0.17% of the 13F portfolio, value $617,800,244.

    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 2,005,420 shares
    Change vs previous 13F +119,195 shares

    0.15% of the 13F portfolio, value $497,344,081.

    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 1,886,225 shares
    Change vs previous 13F -39,092 shares

    0.14% of the 13F portfolio, value $464,336,409.

    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 1,925,317 shares
    Change vs previous 13F +62,487 shares

    0.15% of the 13F portfolio, value $465,849,515.

    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 1,862,830 shares
    Change vs previous 13F -36,711 shares

    0.14% of the 13F portfolio, value $401,980,170.

    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 1,899,541 shares
    Change vs previous 13F -215,150 shares

    0.14% of the 13F portfolio, value $378,939,500.

    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 2,114,691 shares
    Change vs previous 13F +984,735 shares

    0.17% of the 13F portfolio, value $467,261,588.

    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 1,129,956 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $249,595,900.

    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.: 47,129 shares
    • Raymond James Financial Services Advisors, Inc.: 1,082,827 shares

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