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Benchmark Financial Wealth Advisors, LLC: FBND position timeline

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

Benchmark Financial Wealth Advisors, LLC held 30,159 FBND 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 30,159 shares
    Change vs previous 13F +10,469 shares

    0.34% of the 13F portfolio, value $1,371,954.

    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 19,690 shares
    Change vs previous 13F +3,937 shares

    0.25% of the 13F portfolio, value $898,246.

    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 15,753 shares
    Change vs previous 13F +1,928 shares

    0.21% of the 13F portfolio, value $725,285.

    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 13,825 shares
    Change vs previous 13F +886 shares

    0.19% of the 13F portfolio, value $639,290.

    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 12,939 shares
    Change vs previous 13F +442 shares

    0.2% of the 13F portfolio, value $591,946.

    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 12,497 shares
    Change vs previous 13F -21,009 shares

    0.22% of the 13F portfolio, value $570,468.

    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).

  7. period ended2024-12-31
    13F 33,506 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,503,398.

    13F-HR 0001757706-25-000004 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).