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Benchmark Financial Wealth Advisors, LLC: IWM position timeline

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

Benchmark Financial Wealth Advisors, LLC held 15,558 IWM 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 15,558 shares
    Change vs previous 13F -2,406 shares

    1.15% of the 13F portfolio, value $4,674,335.

    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 17,964 shares
    Change vs previous 13F -1,498 shares

    1.23% of the 13F portfolio, value $4,455,003.

    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 19,462 shares
    Change vs previous 13F -1,664 shares

    1.38% of the 13F portfolio, value $4,790,869.

    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 21,126 shares
    Change vs previous 13F -421 shares

    1.54% of the 13F portfolio, value $5,111,531.

    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 21,547 shares
    Change vs previous 13F +409 shares

    1.54% of the 13F portfolio, value $4,649,699.

    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 21,138 shares
    Change vs previous 13F -4,681 shares

    1.59% of the 13F portfolio, value $4,216,739.

    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 25,819 shares
    Change vs previous 13F -208 shares

    1.83% of the 13F portfolio, value $5,704,884.

    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 26,027 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $5,749,178.

    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).