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RAYMOND JAMES FINANCIAL INC: WTRG position timeline

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

RAYMOND JAMES FINANCIAL INC held 292,042 WTRG 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 292,042 shares
    Change vs previous 13F -16,936 shares

    <0.01% of the 13F portfolio, value $11,188,117.

    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 308,978 shares
    Change vs previous 13F +528 shares

    <0.01% of the 13F portfolio, value $12,442,506.

    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 308,450 shares
    Change vs previous 13F +1,675 shares

    <0.01% of the 13F portfolio, value $11,832,120.

    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 306,775 shares
    Change vs previous 13F +4,552 shares

    <0.01% of the 13F portfolio, value $12,240,341.

    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 302,223 shares
    Change vs previous 13F -31,742 shares

    <0.01% of the 13F portfolio, value $11,224,548.

    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 333,965 shares
    Change vs previous 13F +130,701 shares

    <0.01% of the 13F portfolio, value $13,201,645.

    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 203,264 shares
    Change vs previous 13F +108,423 shares

    <0.01% of the 13F portfolio, value $7,382,555.

    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 94,841 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,658,033.

    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.: 10,960 shares
    • Raymond James Financial Services Advisors, Inc.: 83,881 shares

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