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Benchmark Financial Wealth Advisors, LLC: IWB position timeline

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

Benchmark Financial Wealth Advisors, LLC held 3,101 IWB 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 3,101 shares
    Change vs previous 13F +7 shares

    0.31% of the 13F portfolio, value $1,269,812.

    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 3,094 shares
    Change vs previous 13F +7 shares

    0.31% of the 13F portfolio, value $1,103,373.

    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 3,087 shares
    Change vs previous 13F -217 shares

    0.33% of the 13F portfolio, value $1,152,834.

    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 3,304 shares
    Change vs previous 13F +8 shares

    0.36% of the 13F portfolio, value $1,207,696.

    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 3,296 shares
    Change vs previous 13F +1,738 shares

    0.37% of the 13F portfolio, value $1,119,119.

    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 1,558 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $477,858.

    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).