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Benchmark Financial Wealth Advisors, LLC: IWD position timeline

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

Benchmark Financial Wealth Advisors, LLC held 3,287 IWD 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 3,287 shares
    Change vs previous 13F -335 shares

    0.2% of the 13F portfolio, value $796,943.

    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 3,622 shares
    Change vs previous 13F -123 shares

    0.21% of the 13F portfolio, value $773,861.

    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 3,745 shares
    Change vs previous 13F -86 shares

    0.23% of the 13F portfolio, value $787,722.

    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 3,831 shares
    Change vs previous 13F +9 shares

    0.23% of the 13F portfolio, value $780,048.

    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 3,822 shares
    Change vs previous 13F -49 shares

    0.25% of the 13F portfolio, value $742,418.

    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 3,871 shares
    Change vs previous 13F +9 shares

    0.28% of the 13F portfolio, value $728,372.

    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 3,862 shares
    Change vs previous 13F -11 shares

    0.23% of the 13F portfolio, value $714,995.

    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 3,873 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $735,006.

    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).