Benchmark Financial Wealth Advisors, LLC: VB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Benchmark Financial Wealth Advisors, LLC on VB, newest first. How the timeline and the estimate are built.
Benchmark Financial Wealth Advisors, LLC held 2,423 VB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 2,423 sharesChange vs previous 13F +274 shares
0.18% of the 13F portfolio, value $734,601.
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 2,149 sharesChange vs previous 13F -1 shares
0.16% of the 13F portfolio, value $562,916.
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 2,150 sharesChange vs previous 13F +62 shares
0.16% of the 13F portfolio, value $554,669.
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 2,088 sharesChange vs previous 13F +55 shares
0.16% of the 13F portfolio, value $530,993.
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 2,033 sharesChange vs previous 13F -149 shares
0.16% of the 13F portfolio, value $481,671.
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 2,182 sharesChange vs previous 13F +727 shares
0.18% of the 13F portfolio, value $483,761.
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 1,455 sharesChange vs previous 13F +543 shares
0.11% of the 13F portfolio, value $349,696.
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 912 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $216,394.
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).