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RAYMOND JAMES FINANCIAL INC: WLY position timeline

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

RAYMOND JAMES FINANCIAL INC held 74,261 WLY 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 74,261 shares
    Change vs previous 13F -22,375 shares

    <0.01% of the 13F portfolio, value $3,602,423.

    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 96,636 shares
    Change vs previous 13F +4,203 shares

    <0.01% of the 13F portfolio, value $3,681,820.

    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 92,433 shares
    Change vs previous 13F -473,009 shares

    <0.01% of the 13F portfolio, value $2,831,218.

    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 565,442 shares
    Change vs previous 13F -19,356 shares

    0.01% of the 13F portfolio, value $22,883,420.

    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 584,798 shares
    Change vs previous 13F -151,558 shares

    0.01% of the 13F portfolio, value $26,099,552.

    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 736,356 shares
    Change vs previous 13F -62,447 shares

    0.01% of the 13F portfolio, value $32,812,039.

    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 798,803 shares
    Change vs previous 13F +786,194 shares

    0.01% of the 13F portfolio, value $34,915,693.

    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 12,609 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $608,392.

    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.: 7,058 shares
    • Raymond James Financial Services Advisors, Inc.: 5,551 shares

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