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Benson Investment Management Company, Inc.

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13F filer, CIK 1694896, Roanoke, VA

Benson Investment Management Company, Inc. reported $17,774,480 across 7 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-13.

Accepted , ingested 13F-HR 0001172661-26-004486

Period
2026-09-30
Reported value
$17.8M
Holdings
7
Top 10 weight
100%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVUVadded+500$58.9K
IDEQadded+146$5.11K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
WELLS FARGO & COexited-615-$712K
BANK OF AMER CORPexited-475-$596K
VOOreduced-30-$21.4K
SCHXreduced-327-$9.81K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2026

Share positions as resolved from 13F-HR 0001172661-26-004486, largest first. % of portfolio is the value over $17,774,480, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150,802 shares; 2026Q2: 230,404 shares; 2026Q3: 230,077 shares 230,077$6.9M38.83%-327Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,164 shares; 2025Q3: 13,180 shares; 2025Q4: 15,378 shares; 2026Q1: 96,470 shares; 2026Q2: 96,470 shares; 2026Q3: 96,470 shares 96,470$4M22.49%0Timeline
IDEQLAZARD ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 101,480 shares; 2026Q3: 101,626 shares 101,626$3.56M20.02%+146Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,645 shares; 2026Q2: 42,645 shares; 2026Q3: 42,645 shares 42,645$1.85M10.39%0Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,200 shares; 2026Q3: 5,700 shares 5,700$671K3.78%+500Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 569 shares; 2026Q2: 569 shares; 2026Q3: 569 shares 569$434K2.44%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 408 shares; 2025Q3: 428 shares; 2025Q4: 502 shares; 2026Q1: 521 shares; 2026Q2: 542 shares; 2026Q3: 512 shares 512$365K2.05%-30Timeline

Sold out in Q3 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
WELLS FARGO & COWELLS FARGO & CO615$712Kshares
BANK OF AMER CORPBANK OF AMER CORP475$596Kshares

How Q3 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-004486 base2026-10-13

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001172661-26-004486 Quarter ended 2026-09-302026-10-13
13F-HR 0001172661-26-002616 Quarter ended 2026-06-302026-07-14acceptance time not in the bulk data set
13F-HR 0001172661-26-001473 Quarter ended 2026-03-312026-04-13acceptance time not in the bulk data set
13F-HR 0001172661-26-000313 Quarter ended 2025-12-312026-01-27acceptance time not in the bulk data set
13F-HR 0001172661-25-004245 Quarter ended 2025-09-302025-10-10acceptance time not in the bulk data set
13F-HR 0001172661-25-002714 Quarter ended 2025-06-302025-07-24acceptance time not in the bulk data set
13F-HR 0001172661-25-001473 Quarter ended 2025-03-312025-04-10acceptance time not in the bulk data set
13F-HR 0001172661-25-000179 Quarter ended 2024-12-312025-01-13acceptance time not in the bulk data set
13F-HR 0001172661-24-004237 Quarter ended 2024-09-302024-10-11acceptance time not in the bulk data set
13F-HR 0001172661-24-002819 Quarter ended 2024-06-302024-07-18acceptance time not in the bulk data set
13F-HR 0001172661-24-001823 Quarter ended 2024-03-312024-04-11acceptance time not in the bulk data set
13F-HR 0001172661-24-000108 Quarter ended 2023-12-312024-01-09acceptance time not in the bulk data set
13F-HR 0001172661-23-003386 Quarter ended 2023-09-302023-10-11acceptance time not in the bulk data set
13F-HR 0001172661-23-002522 Quarter ended 2023-06-302023-07-18acceptance time not in the bulk data set
13F-HR 0001172661-23-001641 Quarter ended 2023-03-312023-04-10acceptance time not in the bulk data set
13F-HR 0001172661-23-000208 Quarter ended 2022-12-312023-01-19acceptance time not in the bulk data set
13F-HR 0001606587-22-001940 Quarter ended 2022-09-302022-10-20acceptance time not in the bulk data set
13F-HR 0001606587-22-001303 Quarter ended 2022-06-302022-07-13acceptance time not in the bulk data set
13F-HR 0001606587-22-000675 Quarter ended 2022-03-312022-04-18acceptance time not in the bulk data set
13F-HR 0001606587-22-000038 Quarter ended 2021-12-312022-01-19acceptance time not in the bulk data set
13F-HR 0001606587-21-001274 Quarter ended 2021-09-302021-10-13acceptance time not in the bulk data set
13F-HR 0001606587-21-000769 Quarter ended 2021-06-302021-07-19acceptance time not in the bulk data set
13F-HR 0001606587-21-000532 Quarter ended 2021-03-312021-05-03acceptance time not in the bulk data set
13F-HR 0001606587-21-000022 Quarter ended 2020-12-312021-01-13acceptance time not in the bulk data set
13F-HR 0001606587-20-001081 Quarter ended 2020-09-302020-10-20acceptance time not in the bulk data set
13F-HR 0001606587-20-000832 Quarter ended 2020-06-302020-08-05acceptance time not in the bulk data set
13F-HR 0001606587-20-000425 Quarter ended 2020-03-312020-04-22acceptance time not in the bulk data set
13F-HR 0001606587-20-000079 Quarter ended 2019-12-312020-01-22acceptance time not in the bulk data set
13F-HR 0001606587-19-000878 Quarter ended 2019-09-302019-10-17acceptance time not in the bulk data set
13F-HR 0001606587-19-000601 Quarter ended 2019-06-302019-07-11acceptance time not in the bulk data set
13F-HR 0001606587-19-000304 Quarter ended 2019-03-312019-04-04acceptance time not in the bulk data set
13F-HR 0001606587-19-000036 Quarter ended 2018-12-312019-01-15acceptance time not in the bulk data set
13F-HR 0001606587-18-000700 Quarter ended 2018-09-302018-10-04acceptance time not in the bulk data set
13F-HR 0001606587-18-000499 Quarter ended 2018-06-302018-07-16acceptance time not in the bulk data set
13F-HR 0001606587-18-000268 Quarter ended 2018-03-312018-04-06acceptance time not in the bulk data set
13F-HR 0001606587-18-000018 Quarter ended 2017-12-312018-01-12acceptance time not in the bulk data set
13F-HR 0001606587-17-000563 Quarter ended 2017-09-302017-10-16acceptance time not in the bulk data set
13F-HR 0001606587-17-000403 Quarter ended 2017-06-302017-07-21acceptance time not in the bulk data set
13F-HR 0001606587-17-000222 Quarter ended 2017-03-312017-04-18acceptance time not in the bulk data set
13F-HR 0001606587-17-000051 Quarter ended 2016-12-312017-01-27acceptance time not in the bulk data set