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Benchmark Financial Wealth Advisors, LLC: MUNI position timeline

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

Benchmark Financial Wealth Advisors, LLC held 208,454 MUNI 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 208,454 shares
    Change vs previous 13F -18,072 shares

    2.71% of the 13F portfolio, value $10,964,674.

    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 226,526 shares
    Change vs previous 13F +87,451 shares

    3.27% of the 13F portfolio, value $11,822,397.

    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 139,075 shares
    Change vs previous 13F +66,838 shares

    2.09% of the 13F portfolio, value $7,288,917.

    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 72,237 shares
    Change vs previous 13F -10,728 shares

    1.14% of the 13F portfolio, value $3,776,539.

    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 82,965 shares
    Change vs previous 13F +8,688 shares

    1.41% of the 13F portfolio, value $4,261,092.

    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 74,277 shares
    Change vs previous 13F +1,410 shares

    1.45% of the 13F portfolio, value $3,828,957.

    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 72,867 shares
    Change vs previous 13F +24,322 shares

    1.21% of the 13F portfolio, value $3,769,400.

    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 48,545 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,571,898.

    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).