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RAYMOND JAMES FINANCIAL INC: WBI position timeline

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

RAYMOND JAMES FINANCIAL INC held 322,633 WBI 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 322,633 shares
    Change vs previous 13F +6,723 shares

    <0.01% of the 13F portfolio, value $11,056,632.

    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 315,910 shares
    Change vs previous 13F -126,568 shares

    <0.01% of the 13F portfolio, value $8,463,229.

    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 442,478 shares
    Change vs previous 13F +1,197 shares

    <0.01% of the 13F portfolio, value $8,853,985.

    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 441,281 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,129,107.

    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).