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Disclosery

Benson Wealth Management INC: DFII position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Benson Wealth Management INC on DFII, newest first. How the timeline and the estimate are built.

Benson Wealth Management INC held 39,635 DFII shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,635 shares
    Change vs previous 13F +36,852 shares

    0.44% of the 13F portfolio, value $440,741.

    13F-HR 0002109863-26-000004 filed by Benson Wealth Management INC
    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 2,783 shares
    Change vs previous 13F -9,573 shares

    0.05% of the 13F portfolio, value $37,010.

    13F-HR 0002109863-26-000002 filed by Benson Wealth Management INC
    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 12,356 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $220,555.

    13F-HR 0002109863-26-000001 filed by Benson Wealth Management INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).