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Benchmark Financial Wealth Advisors, LLC: DBEF position timeline

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

Benchmark Financial Wealth Advisors, LLC held 190,058 DBEF shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 190,058 shares
    Change vs previous 13F +1,144 shares

    2.56% of the 13F portfolio, value $10,382,846.

    13F-HR 0001757706-26-000006 filed by Benchmark Financial Wealth 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 188,914 shares
    Change vs previous 13F +22,718 shares

    2.58% of the 13F portfolio, value $9,332,349.

    13F-HR 0001757706-26-000004 filed by Benchmark Financial Wealth 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 166,196 shares
    Change vs previous 13F +17,116 shares

    2.29% of the 13F portfolio, value $7,995,670.

    13F-HR 0001757706-26-000002 filed by Benchmark Financial Wealth 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 149,080 shares
    Change vs previous 13F +138,748 shares

    2.08% of the 13F portfolio, value $6,920,296.

    13F-HR 0001757706-25-000016 filed by Benchmark Financial Wealth 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 10,332 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $452,027.

    13F-HR 0001757706-25-000009 filed by Benchmark Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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