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RAYMOND JAMES FINANCIAL INC: IYLD position timeline

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

RAYMOND JAMES FINANCIAL INC held 21,007 IYLD 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 21,007 shares
    Change vs previous 13F -87 shares

    <0.01% of the 13F portfolio, value $465,187.

    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 21,094 shares
    Change vs previous 13F -4,754 shares

    <0.01% of the 13F portfolio, value $458,365.

    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 25,848 shares
    Change vs previous 13F +1,244 shares

    <0.01% of the 13F portfolio, value $553,674.

    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 24,604 shares
    Change vs previous 13F -245 shares

    <0.01% of the 13F portfolio, value $523,563.

    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 24,849 shares
    Change vs previous 13F -15,051 shares

    <0.01% of the 13F portfolio, value $515,763.

    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 39,900 shares
    Change vs previous 13F +1,730 shares

    <0.01% of the 13F portfolio, value $801,191.

    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 38,170 shares
    Change vs previous 13F +9,198 shares

    <0.01% of the 13F portfolio, value $743,553.

    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 28,972 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $598,588.

    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).