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Benchmark Financial Wealth Advisors, LLC: IYG position timeline

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

Benchmark Financial Wealth Advisors, LLC held 3,816 IYG 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 3,816 shares
    Change vs previous 13F +3,816 shares

    0.09% of the 13F portfolio, value $345,220.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,077 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 3,077 shares
    Change vs previous 13F +355 shares

    0.08% of the 13F portfolio, value $275,853.

    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).

  4. period ended2025-06-30
    13F 2,722 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $232,965.

    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).