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RAYMOND JAMES FINANCIAL INC: IYR position timeline

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

RAYMOND JAMES FINANCIAL INC held 198,812 IYR 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 198,812 shares
    Change vs previous 13F -3,614 shares

    0.01% of the 13F portfolio, value $20,328,560.

    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 202,426 shares
    Change vs previous 13F -1,677 shares

    0.01% of the 13F portfolio, value $19,141,419.

    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 204,103 shares
    Change vs previous 13F +2,075 shares

    0.01% of the 13F portfolio, value $19,163,246.

    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 202,028 shares
    Change vs previous 13F -7,028 shares

    0.01% of the 13F portfolio, value $19,612,898.

    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 209,056 shares
    Change vs previous 13F +5,309 shares

    0.01% of the 13F portfolio, value $19,812,182.

    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 203,747 shares
    Change vs previous 13F -35,131 shares

    0.01% of the 13F portfolio, value $19,508,774.

    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 238,878 shares
    Change vs previous 13F +120,153 shares

    0.01% of the 13F portfolio, value $22,230,071.

    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 118,725 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $12,094,480.

    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).