Skip to content
Disclosery

Benchmark Financial Wealth Advisors, LLC: ITOT position timeline

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

Benchmark Financial Wealth Advisors, LLC held 119,402 ITOT 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 119,402 shares
    Change vs previous 13F -151 shares

    4.84% of the 13F portfolio, value $19,614,224.

    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 119,553 shares
    Change vs previous 13F -2,723 shares

    4.72% of the 13F portfolio, value $17,027,876.

    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 122,276 shares
    Change vs previous 13F -2,349 shares

    5.22% of the 13F portfolio, value $18,181,145.

    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 124,625 shares
    Change vs previous 13F -3,995 shares

    5.46% of the 13F portfolio, value $18,151,692.

    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 128,620 shares
    Change vs previous 13F -2,384 shares

    5.74% of the 13F portfolio, value $17,368,826.

    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 131,004 shares
    Change vs previous 13F -51,444 shares

    6.03% of the 13F portfolio, value $15,983,809.

    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 182,448 shares
    Change vs previous 13F -1,321 shares

    7.52% of the 13F portfolio, value $23,466,507.

    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).

  8. period ended2024-09-30
    13F 183,769 shares
    Change vs previous 13F not available

    7.7% of the 13F portfolio, value $23,085,074.

    13F-HR 0001757706-24-000012 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).