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RAYMOND JAMES FINANCIAL INC: IYY position timeline

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

RAYMOND JAMES FINANCIAL INC held 70,742 IYY 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 70,742 shares
    Change vs previous 13F -25,601 shares

    <0.01% of the 13F portfolio, value $12,894,878.

    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 96,343 shares
    Change vs previous 13F +5,474 shares

    <0.01% of the 13F portfolio, value $15,265,529.

    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 90,869 shares
    Change vs previous 13F -4,900 shares

    <0.01% of the 13F portfolio, value $15,067,043.

    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 95,769 shares
    Change vs previous 13F -5,127 shares

    0.01% of the 13F portfolio, value $15,560,410.

    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 100,896 shares
    Change vs previous 13F +13,845 shares

    0.01% of the 13F portfolio, value $15,222,593.

    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 87,051 shares
    Change vs previous 13F +10,324 shares

    <0.01% of the 13F portfolio, value $11,847,561.

    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 76,727 shares
    Change vs previous 13F +28,371 shares

    <0.01% of the 13F portfolio, value $10,978,926.

    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 48,356 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,749,963.

    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.: 4,380 shares
    • Raymond James Financial Services Advisors, Inc.: 43,976 shares

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