Benchmark Financial Wealth Advisors, LLC: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Benchmark Financial Wealth Advisors, LLC on PM, newest first. How the timeline and the estimate are built.
Benchmark Financial Wealth Advisors, LLC held 2,733 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 2,733 sharesChange vs previous 13F +181 shares
0.12% of the 13F portfolio, value $494,369.
13F-HR 0001757706-26-000006 filed by Benchmark Financial Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,552 sharesChange vs previous 13F +89 shares
0.12% of the 13F portfolio, value $422,005.
13F-HR 0001757706-26-000004 filed by Benchmark Financial Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,463 sharesChange vs previous 13F -99 shares
0.11% of the 13F portfolio, value $395,003.
13F-HR 0001757706-26-000002 filed by Benchmark Financial Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,562 sharesChange vs previous 13F -4 shares
0.13% of the 13F portfolio, value $415,514.
13F-HR 0001757706-25-000016 filed by Benchmark Financial Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,566 sharesChange vs previous 13F +54 shares
0.15% of the 13F portfolio, value $467,396.
13F-HR 0001757706-25-000009 filed by Benchmark Financial Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,512 sharesChange vs previous 13F -83 shares
0.15% of the 13F portfolio, value $398,671.
13F-HR 0001757706-25-000006 filed by Benchmark Financial Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,595 sharesChange vs previous 13F +29 shares
0.1% of the 13F portfolio, value $312,258.
13F-HR 0001757706-25-000004 filed by Benchmark Financial Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,566 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $311,513.
13F-HR 0001757706-24-000012 filed by Benchmark Financial Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).