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Disclosery

RAYMOND JAMES FINANCIAL INC: XWIAX position timeline

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

RAYMOND JAMES FINANCIAL INC held 18,429 XWIAX 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 18,429 shares
    Change vs previous 13F -17,500 shares

    <0.01% of the 13F portfolio, value $149,829.

    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 35,929 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $290,307.

    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 35,929 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $297,133.

    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 35,929 shares
    Change vs previous 13F -500 shares

    <0.01% of the 13F portfolio, value $302,523.

    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 36,429 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $306,004.

    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 36,432 shares
    Change vs previous 13F +5,952 shares

    <0.01% of the 13F portfolio, value $304,026.

    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 30,480 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $243,839.

    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).