Skip to content
Disclosery

RAYMOND JAMES FINANCIAL INC: WERN position timeline

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

RAYMOND JAMES FINANCIAL INC held 135,961 WERN 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 135,961 shares
    Change vs previous 13F -32,206 shares

    <0.01% of the 13F portfolio, value $5,929,261.

    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 168,167 shares
    Change vs previous 13F +17,943 shares

    <0.01% of the 13F portfolio, value $4,945,790.

    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 150,224 shares
    Change vs previous 13F -19,263 shares

    <0.01% of the 13F portfolio, value $4,508,223.

    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 169,487 shares
    Change vs previous 13F -286 shares

    <0.01% of the 13F portfolio, value $4,460,898.

    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 169,773 shares
    Change vs previous 13F +89,405 shares

    <0.01% of the 13F portfolio, value $4,644,989.

    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 80,368 shares
    Change vs previous 13F +2,672 shares

    <0.01% of the 13F portfolio, value $2,354,783.

    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 77,696 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,790,840.

    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).