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RAYMOND JAMES FINANCIAL INC: IWX position timeline

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

RAYMOND JAMES FINANCIAL INC held 176,522 IWX 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 176,522 shares
    Change vs previous 13F -22,764 shares

    0.01% of the 13F portfolio, value $18,563,010.

    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 199,286 shares
    Change vs previous 13F +63,286 shares

    0.01% of the 13F portfolio, value $18,467,847.

    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 136,000 shares
    Change vs previous 13F +6,759 shares

    <0.01% of the 13F portfolio, value $12,492,910.

    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 129,241 shares
    Change vs previous 13F +10,307 shares

    <0.01% of the 13F portfolio, value $11,357,745.

    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 118,934 shares
    Change vs previous 13F +16,511 shares

    <0.01% of the 13F portfolio, value $10,013,034.

    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 102,423 shares
    Change vs previous 13F +368 shares

    <0.01% of the 13F portfolio, value $8,417,087.

    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 102,055 shares
    Change vs previous 13F +59,245 shares

    <0.01% of the 13F portfolio, value $8,065,435.

    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 42,810 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,479,140.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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