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RAYMOND JAMES FINANCIAL INC: IYW position timeline

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

RAYMOND JAMES FINANCIAL INC held 1,435,567 IYW 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 1,435,567 shares
    Change vs previous 13F -33,216 shares

    0.1% of the 13F portfolio, value $362,093,005.

    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 1,468,783 shares
    Change vs previous 13F -6,720 shares

    0.08% of the 13F portfolio, value $266,466,625.

    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 1,475,503 shares
    Change vs previous 13F -48,929 shares

    0.09% of the 13F portfolio, value $294,628,528.

    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 1,524,432 shares
    Change vs previous 13F -74,191 shares

    0.1% of the 13F portfolio, value $298,575,171.

    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 1,598,623 shares
    Change vs previous 13F +97,389 shares

    0.1% of the 13F portfolio, value $276,993,410.

    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 1,501,234 shares
    Change vs previous 13F -104,497 shares

    0.08% of the 13F portfolio, value $210,833,322.

    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 1,605,731 shares
    Change vs previous 13F +627,410 shares

    0.09% of the 13F portfolio, value $256,146,206.

    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 978,321 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $148,333,061.

    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.: 15,308 shares
    • Raymond James Financial Services Advisors, Inc.: 963,013 shares

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