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Benchmark Financial Wealth Advisors, LLC: DBND position timeline

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

Benchmark Financial Wealth Advisors, LLC held 521,491 DBND 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 521,491 shares
    Change vs previous 13F -607 shares

    5.87% of the 13F portfolio, value $23,775,018.

    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 522,098 shares
    Change vs previous 13F +29,714 shares

    6.62% of the 13F portfolio, value $23,917,289.

    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 492,384 shares
    Change vs previous 13F +77,567 shares

    6.55% of the 13F portfolio, value $22,829,145.

    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 414,817 shares
    Change vs previous 13F +47,109 shares

    5.81% of the 13F portfolio, value $19,301,432.

    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 367,708 shares
    Change vs previous 13F +27,358 shares

    5.62% of the 13F portfolio, value $17,002,819.

    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).

  6. period ended2025-03-31
    13F 340,350 shares
    Change vs previous 13F not available

    5.93% of the 13F portfolio, value $15,713,974.

    13F-HR 0001757706-25-000006 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).