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RAYMOND JAMES FINANCIAL INC: WSO position timeline

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

RAYMOND JAMES FINANCIAL INC held 386,397 WSO 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 386,397 shares
    Change vs previous 13F -40,508 shares

    0.04% of the 13F portfolio, value $161,023,157.

    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 426,905 shares
    Change vs previous 13F +33,035 shares

    0.05% of the 13F portfolio, value $155,303,673.

    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 393,870 shares
    Change vs previous 13F -15,698 shares

    0.04% of the 13F portfolio, value $132,714,524.

    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 409,568 shares
    Change vs previous 13F +34,803 shares

    0.05% of the 13F portfolio, value $165,588,298.

    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 374,765 shares
    Change vs previous 13F -1,038 shares

    0.06% of the 13F portfolio, value $165,503,285.

    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 375,803 shares
    Change vs previous 13F +4,080 shares

    0.07% of the 13F portfolio, value $191,020,547.

    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 371,723 shares
    Change vs previous 13F +352,075 shares

    0.07% of the 13F portfolio, value $176,155,997.

    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 19,648 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $9,664,459.

    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.: 4,168 shares
    • Raymond James Financial Services Advisors, Inc.: 15,480 shares

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