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RAYMOND JAMES FINANCIAL INC: WTM position timeline

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

RAYMOND JAMES FINANCIAL INC held 14,833 WTM 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 14,833 shares
    Change vs previous 13F -9,118 shares

    0.01% of the 13F portfolio, value $30,754,659.

    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 23,951 shares
    Change vs previous 13F -18 shares

    0.02% of the 13F portfolio, value $52,619,460.

    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 23,969 shares
    Change vs previous 13F -5,423 shares

    0.02% of the 13F portfolio, value $49,808,327.

    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 29,392 shares
    Change vs previous 13F -1,285 shares

    0.02% of the 13F portfolio, value $49,129,334.

    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 30,677 shares
    Change vs previous 13F -1,047 shares

    0.02% of the 13F portfolio, value $55,087,330.

    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 31,724 shares
    Change vs previous 13F -748 shares

    0.02% of the 13F portfolio, value $61,094,439.

    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 32,472 shares
    Change vs previous 13F +31,765 shares

    0.02% of the 13F portfolio, value $63,159,986.

    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 707 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,199,216.

    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.: 120 shares
    • Raymond James Financial Services Advisors, Inc.: 587 shares

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