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RAYMOND JAMES FINANCIAL INC: IYJ position timeline

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

RAYMOND JAMES FINANCIAL INC held 201,167 IYJ 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 201,167 shares
    Change vs previous 13F -2,837 shares

    0.01% of the 13F portfolio, value $33,524,492.

    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 204,004 shares
    Change vs previous 13F +16,279 shares

    0.01% of the 13F portfolio, value $30,098,671.

    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 187,725 shares
    Change vs previous 13F +14,672 shares

    0.01% of the 13F portfolio, value $27,815,212.

    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 173,053 shares
    Change vs previous 13F -528 shares

    0.01% of the 13F portfolio, value $25,244,195.

    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 173,581 shares
    Change vs previous 13F +2,127 shares

    0.01% of the 13F portfolio, value $24,702,240.

    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 171,454 shares
    Change vs previous 13F +33,685 shares

    0.01% of the 13F portfolio, value $22,319,844.

    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 137,769 shares
    Change vs previous 13F +28,436 shares

    0.01% of the 13F portfolio, value $18,394,867.

    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 109,333 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $14,614,585.

    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.: 3,548 shares
    • Raymond James Financial Services Advisors, Inc.: 105,785 shares

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