Skip to content
Disclosery

RAYMOND JAMES FINANCIAL INC: WES position timeline

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

RAYMOND JAMES FINANCIAL INC held 566,167 WES 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 566,167 shares
    Change vs previous 13F +10,440 shares

    0.01% of the 13F portfolio, value $24,775,447.

    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 555,727 shares
    Change vs previous 13F -7,358 shares

    0.01% of the 13F portfolio, value $22,879,272.

    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 563,085 shares
    Change vs previous 13F -3,998 shares

    0.01% of the 13F portfolio, value $22,241,867.

    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 567,083 shares
    Change vs previous 13F +33,583 shares

    0.01% of the 13F portfolio, value $22,280,696.

    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 533,500 shares
    Change vs previous 13F +23,763 shares

    0.01% of the 13F portfolio, value $20,646,429.

    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 509,737 shares
    Change vs previous 13F +13,269 shares

    0.01% of the 13F portfolio, value $20,878,839.

    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 496,468 shares
    Change vs previous 13F +95,313 shares

    0.01% of the 13F portfolio, value $19,079,274.

    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 401,155 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $15,348,208.

    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).