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RAYMOND JAMES FINANCIAL INC: WSFS position timeline

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

RAYMOND JAMES FINANCIAL INC held 388,295 WSFS 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 388,295 shares
    Change vs previous 13F -28,444 shares

    0.01% of the 13F portfolio, value $29,793,891.

    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 416,739 shares
    Change vs previous 13F +3,122 shares

    0.01% of the 13F portfolio, value $26,916,635.

    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 413,617 shares
    Change vs previous 13F -29,848 shares

    0.01% of the 13F portfolio, value $23,024,909.

    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 443,465 shares
    Change vs previous 13F +1,794 shares

    0.01% of the 13F portfolio, value $23,916,058.

    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 441,671 shares
    Change vs previous 13F +105,983 shares

    0.01% of the 13F portfolio, value $24,291,907.

    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 335,688 shares
    Change vs previous 13F -6,255 shares

    0.01% of the 13F portfolio, value $17,412,100.

    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 341,943 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $18,167,424.

    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).