Skip to content
Disclosery

RAYMOND JAMES FINANCIAL INC: IWY position timeline

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

RAYMOND JAMES FINANCIAL INC held 593,910 IWY 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 593,910 shares
    Change vs previous 13F +30,973 shares

    0.05% of the 13F portfolio, value $172,602,165.

    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 562,937 shares
    Change vs previous 13F +42,705 shares

    0.04% of the 13F portfolio, value $140,081,294.

    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 520,232 shares
    Change vs previous 13F +24,233 shares

    0.04% of the 13F portfolio, value $144,073,245.

    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 495,999 shares
    Change vs previous 13F +22,054 shares

    0.04% of the 13F portfolio, value $135,730,172.

    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 473,945 shares
    Change vs previous 13F -4,383 shares

    0.04% of the 13F portfolio, value $116,832,139.

    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 478,328 shares
    Change vs previous 13F +27,030 shares

    0.04% of the 13F portfolio, value $100,898,390.

    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 451,298 shares
    Change vs previous 13F +72,544 shares

    0.04% of the 13F portfolio, value $106,176,921.

    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 378,754 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $83,344,853.

    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).