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RAYMOND JAMES FINANCIAL INC: WTS position timeline

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

RAYMOND JAMES FINANCIAL INC held 148,332 WTS 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 148,332 shares
    Change vs previous 13F -1,878 shares

    0.02% of the 13F portfolio, value $58,064,595.

    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 150,210 shares
    Change vs previous 13F +4,485 shares

    0.01% of the 13F portfolio, value $43,604,522.

    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 145,725 shares
    Change vs previous 13F -61 shares

    0.01% of the 13F portfolio, value $40,222,945.

    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 145,786 shares
    Change vs previous 13F +2,144 shares

    0.01% of the 13F portfolio, value $40,715,187.

    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 143,642 shares
    Change vs previous 13F +20,359 shares

    0.01% of the 13F portfolio, value $35,320,166.

    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 123,283 shares
    Change vs previous 13F +9,935 shares

    0.01% of the 13F portfolio, value $25,139,863.

    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 113,348 shares
    Change vs previous 13F +111,614 shares

    0.01% of the 13F portfolio, value $23,043,637.

    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 1,734 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $359,267.

    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).