Skip to content
Disclosery

Benson Wealth Management INC: PTF position timeline

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

Benson Wealth Management INC held 8,115 PTF 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 8,115 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $1,106,156.

    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 8,115 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $700,527.

    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 8,115 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $620,688.

    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).