Skip to content
Disclosery

RAYMOND JAMES FINANCIAL INC: WTAI position timeline

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

RAYMOND JAMES FINANCIAL INC held 181,413 WTAI 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 181,413 shares
    Change vs previous 13F +61,097 shares

    <0.01% of the 13F portfolio, value $8,611,675.

    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 120,316 shares
    Change vs previous 13F -21,861 shares

    <0.01% of the 13F portfolio, value $3,396,521.

    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 142,177 shares
    Change vs previous 13F +25,308 shares

    <0.01% of the 13F portfolio, value $4,143,038.

    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 116,869 shares
    Change vs previous 13F -12,148 shares

    <0.01% of the 13F portfolio, value $3,337,779.

    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 129,017 shares
    Change vs previous 13F -42,945 shares

    <0.01% of the 13F portfolio, value $3,168,658.

    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 171,962 shares
    Change vs previous 13F -135,088 shares

    <0.01% of the 13F portfolio, value $3,267,278.

    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 307,050 shares
    Change vs previous 13F +182,475 shares

    <0.01% of the 13F portfolio, value $6,755,100.

    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 124,575 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,482,780.

    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).