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RAYMOND JAMES FINANCIAL INC: IWV position timeline

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

RAYMOND JAMES FINANCIAL INC held 156,335 IWV 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 156,335 shares
    Change vs previous 13F +178 shares

    0.02% of the 13F portfolio, value $66,661,644.

    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 156,157 shares
    Change vs previous 13F +15,544 shares

    0.02% of the 13F portfolio, value $57,884,288.

    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 140,613 shares
    Change vs previous 13F +11,817 shares

    0.02% of the 13F portfolio, value $54,396,155.

    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 128,796 shares
    Change vs previous 13F -23,061 shares

    0.02% of the 13F portfolio, value $48,805,941.

    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 151,857 shares
    Change vs previous 13F +10,009 shares

    0.02% of the 13F portfolio, value $53,301,631.

    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 141,848 shares
    Change vs previous 13F +20,180 shares

    0.02% of the 13F portfolio, value $45,056,387.

    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 121,668 shares
    Change vs previous 13F +55,591 shares

    0.02% of the 13F portfolio, value $40,666,933.

    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 66,077 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $21,589,336.

    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.: 2,322 shares
    • Raymond James Financial Services Advisors, Inc.: 63,755 shares

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