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RAYMOND JAMES FINANCIAL INC: WFRD position timeline

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

RAYMOND JAMES FINANCIAL INC held 137,153 WFRD 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 137,153 shares
    Change vs previous 13F -55,636 shares

    <0.01% of the 13F portfolio, value $11,177,984.

    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 192,789 shares
    Change vs previous 13F +49,922 shares

    0.01% of the 13F portfolio, value $18,233,969.

    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 142,867 shares
    Change vs previous 13F -4,848 shares

    <0.01% of the 13F portfolio, value $11,180,782.

    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 147,715 shares
    Change vs previous 13F +36,969 shares

    <0.01% of the 13F portfolio, value $10,108,093.

    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 110,746 shares
    Change vs previous 13F -26,607 shares

    <0.01% of the 13F portfolio, value $5,571,628.

    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 137,353 shares
    Change vs previous 13F +36,630 shares

    <0.01% of the 13F portfolio, value $7,355,245.

    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 100,723 shares
    Change vs previous 13F +94,937 shares

    <0.01% of the 13F portfolio, value $7,214,809.

    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 5,786 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $491,347.

    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).