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Disclosery

D.A. DAVIDSON & CO.: BEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on BEN, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 22,870 BEN shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,870 shares
    Change vs previous 13F -5,559 shares

    <0.01% of the 13F portfolio, value $760,885.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 28,429 shares
    Change vs previous 13F -692 shares

    <0.01% of the 13F portfolio, value $671,493.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 29,121 shares
    Change vs previous 13F +818 shares

    <0.01% of the 13F portfolio, value $695,701.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 28,303 shares
    Change vs previous 13F +1,270 shares

    <0.01% of the 13F portfolio, value $654,648.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 27,033 shares
    Change vs previous 13F +1,959 shares

    <0.01% of the 13F portfolio, value $644,737.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 25,074 shares
    Change vs previous 13F -6,699 shares

    <0.01% of the 13F portfolio, value $482,675.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 31,773 shares
    Change vs previous 13F -4,516 shares

    0.01% of the 13F portfolio, value $644,692.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 36,289 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $731,235.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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