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RAYMOND JAMES FINANCIAL INC: WRN position timeline

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

RAYMOND JAMES FINANCIAL INC held 121,186 WRN 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 121,186 shares
    Change vs previous 13F +8,408 shares

    <0.01% of the 13F portfolio, value $271,457.

    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 112,778 shares
    Change vs previous 13F +4,390 shares

    <0.01% of the 13F portfolio, value $285,328.

    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 108,388 shares
    Change vs previous 13F +43,070 shares

    <0.01% of the 13F portfolio, value $289,396.

    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 65,318 shares
    Change vs previous 13F +12,065 shares

    <0.01% of the 13F portfolio, value $128,676.

    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 53,253 shares
    Change vs previous 13F +10,000 shares

    <0.01% of the 13F portfolio, value $66,566.

    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 43,253 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $49,093.

    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 43,253 shares
    Change vs previous 13F -9,500 shares

    <0.01% of the 13F portfolio, value $45,416.

    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 52,753 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $63,304.

    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).