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RAYMOND JAMES FINANCIAL INC: IWO position timeline

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

RAYMOND JAMES FINANCIAL INC held 433,927 IWO 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 433,927 shares
    Change vs previous 13F +688 shares

    0.05% of the 13F portfolio, value $170,950,087.

    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 433,239 shares
    Change vs previous 13F +43,667 shares

    0.04% of the 13F portfolio, value $135,893,619.

    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 389,572 shares
    Change vs previous 13F +6,059 shares

    0.04% of the 13F portfolio, value $125,850,881.

    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 383,513 shares
    Change vs previous 13F +14,643 shares

    0.04% of the 13F portfolio, value $122,739,610.

    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 368,870 shares
    Change vs previous 13F -113,216 shares

    0.04% of the 13F portfolio, value $105,445,160.

    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 482,086 shares
    Change vs previous 13F -71,570 shares

    0.05% of the 13F portfolio, value $123,187,575.

    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 553,656 shares
    Change vs previous 13F +350,078 shares

    0.06% of the 13F portfolio, value $159,353,220.

    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 203,578 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $57,816,241.

    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.: 13,605 shares
    • Raymond James Financial Services Advisors, Inc.: 189,973 shares

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