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RAYMOND JAMES FINANCIAL INC: IWR position timeline

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

RAYMOND JAMES FINANCIAL INC held 2,794,796 IWR 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 2,794,796 shares
    Change vs previous 13F -5,783 shares

    0.08% of the 13F portfolio, value $308,321,868.

    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 2,800,579 shares
    Change vs previous 13F -120,755 shares

    0.08% of the 13F portfolio, value $272,300,281.

    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 2,921,334 shares
    Change vs previous 13F +130,623 shares

    0.09% of the 13F portfolio, value $281,236,794.

    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 2,790,711 shares
    Change vs previous 13F +80,916 shares

    0.09% of the 13F portfolio, value $269,443,182.

    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 2,709,795 shares
    Change vs previous 13F +28,792 shares

    0.09% of the 13F portfolio, value $249,219,781.

    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 2,681,003 shares
    Change vs previous 13F -8,603 shares

    0.09% of the 13F portfolio, value $228,072,907.

    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 2,689,606 shares
    Change vs previous 13F +1,444,254 shares

    0.09% of the 13F portfolio, value $237,761,161.

    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 1,245,352 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $109,765,295.

    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.: 114,870 shares
    • Raymond James Financial Services Advisors, Inc.: 1,130,482 shares

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