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Disclosery

Benchmark Financial, LLC: TAXX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Benchmark Financial, LLC on TAXX, newest first. How the timeline and the estimate are built.

Benchmark Financial, LLC held 8,328 TAXX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,328 shares
    Change vs previous 13F +570 shares

    0.34% of the 13F portfolio, value $422,563.

    13F-HR 0001754960-26-000590 filed by Benchmark Financial, 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 7,758 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $392,206.

    13F-HR 0001754960-26-000296 filed by Benchmark Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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