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RAYMOND JAMES FINANCIAL INC: IWS position timeline

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

RAYMOND JAMES FINANCIAL INC held 641,160 IWS 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 641,160 shares
    Change vs previous 13F -7,693 shares

    0.03% of the 13F portfolio, value $105,534,884.

    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 648,853 shares
    Change vs previous 13F -3,182 shares

    0.03% of the 13F portfolio, value $94,563,755.

    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 652,035 shares
    Change vs previous 13F +71,407 shares

    0.03% of the 13F portfolio, value $91,969,530.

    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 580,628 shares
    Change vs previous 13F +43,619 shares

    0.03% of the 13F portfolio, value $81,096,214.

    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 537,009 shares
    Change vs previous 13F -156,989 shares

    0.02% of the 13F portfolio, value $70,960,376.

    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 693,998 shares
    Change vs previous 13F -61,281 shares

    0.03% of the 13F portfolio, value $87,422,881.

    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 755,279 shares
    Change vs previous 13F +197,278 shares

    0.04% of the 13F portfolio, value $97,687,945.

    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 558,001 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $73,795,617.

    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.: 9,368 shares
    • Raymond James Financial Services Advisors, Inc.: 548,633 shares

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