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RAYMOND JAMES FINANCIAL INC: WEX position timeline

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

RAYMOND JAMES FINANCIAL INC held 65,413 WEX 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 65,413 shares
    Change vs previous 13F -5,200 shares

    <0.01% of the 13F portfolio, value $9,229,120.

    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 70,613 shares
    Change vs previous 13F -3,730 shares

    <0.01% of the 13F portfolio, value $10,806,591.

    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 74,343 shares
    Change vs previous 13F -9,555 shares

    <0.01% of the 13F portfolio, value $11,075,594.

    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 83,898 shares
    Change vs previous 13F -3,632 shares

    <0.01% of the 13F portfolio, value $13,216,436.

    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 87,530 shares
    Change vs previous 13F +18,151 shares

    <0.01% of the 13F portfolio, value $12,857,261.

    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 69,379 shares
    Change vs previous 13F -1,599 shares

    <0.01% of the 13F portfolio, value $10,893,881.

    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 70,978 shares
    Change vs previous 13F +66,946 shares

    <0.01% of the 13F portfolio, value $12,443,853.

    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 4,032 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $845,633.

    13F-HR 0001088950-24-000009 filed by RAYMOND JAMES TRUST N.A.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 2,420 shares
    • Raymond James Financial Services Advisors, Inc.: 1,612 shares

    Acceptance time not in the bulk data set (spec §4.2).