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Benchmark Financial Wealth Advisors, LLC: LVHI position timeline

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

Benchmark Financial Wealth Advisors, LLC held 243,547 LVHI 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 243,547 shares
    Change vs previous 13F +37,724 shares

    2.44% of the 13F portfolio, value $9,884,344.

    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 205,823 shares
    Change vs previous 13F +68,888 shares

    2.31% of the 13F portfolio, value $8,344,062.

    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 136,935 shares
    Change vs previous 13F +7,275 shares

    1.45% of the 13F portfolio, value $5,041,963.

    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 129,660 shares
    Change vs previous 13F +34,300 shares

    1.36% of the 13F portfolio, value $4,505,690.

    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 95,360 shares
    Change vs previous 13F +7,610 shares

    1.03% of the 13F portfolio, value $3,103,968.

    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 87,750 shares
    Change vs previous 13F -2,701 shares

    1.07% of the 13F portfolio, value $2,840,452.

    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 90,451 shares
    Change vs previous 13F +28,082 shares

    0.88% of the 13F portfolio, value $2,760,561.

    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 62,369 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,938,436.

    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).