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RAYMOND JAMES FINANCIAL INC: RWO position timeline

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

RAYMOND JAMES FINANCIAL INC held 471,704 RWO 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 471,704 shares
    Change vs previous 13F -10,951 shares

    0.01% of the 13F portfolio, value $23,448,371.

    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 482,655 shares
    Change vs previous 13F +62,363 shares

    0.01% of the 13F portfolio, value $22,091,115.

    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 420,292 shares
    Change vs previous 13F +39,486 shares

    0.01% of the 13F portfolio, value $18,921,557.

    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 380,806 shares
    Change vs previous 13F +29,793 shares

    0.01% of the 13F portfolio, value $17,429,467.

    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 351,013 shares
    Change vs previous 13F +11,421 shares

    0.01% of the 13F portfolio, value $15,493,714.

    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 339,592 shares
    Change vs previous 13F +9,744 shares

    0.01% of the 13F portfolio, value $14,819,810.

    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 329,848 shares
    Change vs previous 13F -267,425 shares

    0.01% of the 13F portfolio, value $14,147,174.

    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 597,273 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $28,388,366.

    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).