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AIMZ Investment Advisors, LLC: BEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AIMZ Investment Advisors, LLC on BEN, newest first. How the timeline and the estimate are built.

AIMZ Investment Advisors, LLC held 74,493 BEN 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 74,493 shares
    Change vs previous 13F -1,235 shares

    0.68% of the 13F portfolio, value $2,478,380.

    13F-HR 0001630365-26-000007 filed by AIMZ Investment Advisors, LLC
    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 75,728 shares
    Change vs previous 13F -1,004 shares

    0.55% of the 13F portfolio, value $1,788,704.

    13F-HR 0001630365-26-000005 filed by AIMZ Investment Advisors, LLC
    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 76,732 shares
    Change vs previous 13F -821 shares

    0.52% of the 13F portfolio, value $1,833,135.

    13F-HR 0001630365-26-000002 filed by AIMZ Investment Advisors, LLC
    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 77,553 shares
    Change vs previous 13F -2,449 shares

    0.56% of the 13F portfolio, value $1,793,803.

    13F-HR 0001630365-25-000011 filed by AIMZ Investment Advisors, LLC
    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 80,002 shares
    Change vs previous 13F -114 shares

    0.64% of the 13F portfolio, value $1,908,046.

    13F-HR 0001630365-25-000009 filed by AIMZ Investment Advisors, LLC
    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 80,116 shares
    Change vs previous 13F -540 shares

    0.54% of the 13F portfolio, value $1,542,239.

    13F-HR 0001630365-25-000005 filed by AIMZ Investment Advisors, LLC
    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 80,656 shares
    Change vs previous 13F -8,146 shares

    0.57% of the 13F portfolio, value $1,636,512.

    13F-HR 0001630365-25-000002 filed by AIMZ Investment Advisors, LLC
    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 88,802 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,789,351.

    13F-HR 0001630365-24-000009 filed by AIMZ Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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