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RAYMOND JAMES FINANCIAL INC: IYZ position timeline

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

RAYMOND JAMES FINANCIAL INC held 512,061 IYZ 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 512,061 shares
    Change vs previous 13F +178,591 shares

    0.01% of the 13F portfolio, value $21,665,312.

    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 333,470 shares
    Change vs previous 13F -45,111 shares

    <0.01% of the 13F portfolio, value $13,112,029.

    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 378,581 shares
    Change vs previous 13F -15,051 shares

    <0.01% of the 13F portfolio, value $12,833,884.

    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 393,632 shares
    Change vs previous 13F -35,150 shares

    <0.01% of the 13F portfolio, value $12,698,568.

    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 428,782 shares
    Change vs previous 13F +57,284 shares

    <0.01% of the 13F portfolio, value $12,769,119.

    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 371,498 shares
    Change vs previous 13F -261,511 shares

    <0.01% of the 13F portfolio, value $10,175,333.

    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 633,009 shares
    Change vs previous 13F +223,172 shares

    0.01% of the 13F portfolio, value $16,983,630.

    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 409,837 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,352,495.

    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).