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RAYMOND JAMES FINANCIAL INC: IYH position timeline

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

RAYMOND JAMES FINANCIAL INC held 756,281 IYH 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 756,281 shares
    Change vs previous 13F +84,577 shares

    0.01% of the 13F portfolio, value $50,678,375.

    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 671,704 shares
    Change vs previous 13F +39,099 shares

    0.01% of the 13F portfolio, value $41,403,869.

    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 632,605 shares
    Change vs previous 13F -79,589 shares

    0.01% of the 13F portfolio, value $41,182,545.

    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 712,194 shares
    Change vs previous 13F +13,803 shares

    0.01% of the 13F portfolio, value $41,820,046.

    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 698,391 shares
    Change vs previous 13F -60,268 shares

    0.01% of the 13F portfolio, value $39,445,115.

    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 758,659 shares
    Change vs previous 13F +26,270 shares

    0.02% of the 13F portfolio, value $46,194,758.

    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 732,389 shares
    Change vs previous 13F +396,073 shares

    0.02% of the 13F portfolio, value $42,676,309.

    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 336,316 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $21,860,526.

    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.: 8,890 shares
    • Raymond James Financial Services Advisors, Inc.: 327,426 shares

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