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RAYMOND JAMES FINANCIAL INC: IWP position timeline

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

RAYMOND JAMES FINANCIAL INC held 996,753 IWP 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 996,753 shares
    Change vs previous 13F -40,612 shares

    0.04% of the 13F portfolio, value $145,934,574.

    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 1,037,365 shares
    Change vs previous 13F +21,872 shares

    0.04% of the 13F portfolio, value $132,549,891.

    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 1,015,493 shares
    Change vs previous 13F +113,968 shares

    0.04% of the 13F portfolio, value $139,152,201.

    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 901,525 shares
    Change vs previous 13F +99,624 shares

    0.04% of the 13F portfolio, value $128,386,137.

    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 801,901 shares
    Change vs previous 13F -146,899 shares

    0.04% of the 13F portfolio, value $111,207,644.

    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 948,800 shares
    Change vs previous 13F -47,723 shares

    0.04% of the 13F portfolio, value $111,474,526.

    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 996,523 shares
    Change vs previous 13F +355,108 shares

    0.05% of the 13F portfolio, value $126,309,224.

    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 641,415 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $75,231,582.

    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.: 8,979 shares
    • Raymond James Financial Services Advisors, Inc.: 632,436 shares

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