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RAYMOND JAMES FINANCIAL INC: WTPI position timeline

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

RAYMOND JAMES FINANCIAL INC held 298,239 WTPI 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 298,239 shares
    Change vs previous 13F +55,529 shares

    <0.01% of the 13F portfolio, value $9,779,244.

    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 242,710 shares
    Change vs previous 13F +143,924 shares

    <0.01% of the 13F portfolio, value $7,744,877.

    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 98,786 shares
    Change vs previous 13F -69,245 shares

    <0.01% of the 13F portfolio, value $3,261,937.

    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 168,031 shares
    Change vs previous 13F -1,630 shares

    <0.01% of the 13F portfolio, value $5,590,399.

    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 169,661 shares
    Change vs previous 13F +2,778 shares

    <0.01% of the 13F portfolio, value $5,435,943.

    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 166,883 shares
    Change vs previous 13F +31,188 shares

    <0.01% of the 13F portfolio, value $5,196,752.

    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 135,695 shares
    Change vs previous 13F +37,344 shares

    <0.01% of the 13F portfolio, value $4,473,322.

    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 98,351 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,255,426.

    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.: 44,940 shares
    • Raymond James Financial Services Advisors, Inc.: 53,411 shares

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