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RAYMOND JAMES FINANCIAL INC: WTMF position timeline

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

RAYMOND JAMES FINANCIAL INC held 37,268 WTMF 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 37,268 shares
    Change vs previous 13F -630 shares

    <0.01% of the 13F portfolio, value $1,522,383.

    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 37,898 shares
    Change vs previous 13F -25,075 shares

    <0.01% of the 13F portfolio, value $1,503,998.

    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 62,973 shares
    Change vs previous 13F +39,914 shares

    <0.01% of the 13F portfolio, value $2,394,220.

    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 23,059 shares
    Change vs previous 13F -24,485 shares

    <0.01% of the 13F portfolio, value $873,593.

    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 47,544 shares
    Change vs previous 13F -12,003 shares

    <0.01% of the 13F portfolio, value $1,678,568.

    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 59,547 shares
    Change vs previous 13F +1,395 shares

    <0.01% of the 13F portfolio, value $2,032,325.

    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 58,152 shares
    Change vs previous 13F +915 shares

    <0.01% of the 13F portfolio, value $2,031,234.

    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 57,237 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,033,088.

    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).