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RAYMOND JAMES FINANCIAL INC: WM position timeline

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

RAYMOND JAMES FINANCIAL INC held 1,862,554 WM 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 1,862,554 shares
    Change vs previous 13F +16,138 shares

    0.11% of the 13F portfolio, value $415,125,913.

    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 1,846,416 shares
    Change vs previous 13F +5,016 shares

    0.13% of the 13F portfolio, value $424,288,292.

    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 1,841,400 shares
    Change vs previous 13F +57,612 shares

    0.13% of the 13F portfolio, value $404,576,539.

    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 1,783,788 shares
    Change vs previous 13F +80,232 shares

    0.13% of the 13F portfolio, value $393,913,478.

    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 1,703,556 shares
    Change vs previous 13F +29,888 shares

    0.13% of the 13F portfolio, value $389,807,461.

    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 1,673,668 shares
    Change vs previous 13F -14,278 shares

    0.15% of the 13F portfolio, value $387,470,683.

    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 1,687,946 shares
    Change vs previous 13F +1,330,547 shares

    0.13% of the 13F portfolio, value $340,610,684.

    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 357,399 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $74,196,076.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 53,077 shares
    • Raymond James Financial Services Advisors, Inc.: 304,322 shares

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