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Disclosery

Kinloch Capital, LLC: BEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kinloch Capital, LLC on BEN, newest first. How the timeline and the estimate are built.

Kinloch Capital, LLC held 172,427 BEN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,427 shares
    Change vs previous 13F +12,849 shares

    2.1% of the 13F portfolio, value $5,736,646.

    13F-HR 0001818557-26-000003 filed by Kinloch Capital, LLC
    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 159,578 shares
    Change vs previous 13F +24,580 shares

    1.54% of the 13F portfolio, value $3,769,232.

    13F-HR 0001818557-26-000002 filed by Kinloch Capital, LLC
    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 134,998 shares
    Change vs previous 13F -26,471 shares

    1.39% of the 13F portfolio, value $3,225,102.

    13F-HR 0001818557-26-000001 filed by Kinloch Capital, LLC
    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 161,469 shares
    Change vs previous 13F +2,180 shares

    1.63% of the 13F portfolio, value $3,734,778.

    13F-HR 0001818557-25-000006 filed by Kinloch Capital, LLC
    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 159,289 shares
    Change vs previous 13F +2,850 shares

    1.77% of the 13F portfolio, value $3,799,043.

    13F-HR 0001818557-25-000003 filed by Kinloch Capital, LLC
    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 156,439 shares
    Change vs previous 13F +40,910 shares

    1.44% of the 13F portfolio, value $3,011,451.

    13F-HR 0001818557-25-000002 filed by Kinloch Capital, LLC
    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 115,529 shares
    Change vs previous 13F -10,444 shares

    1.17% of the 13F portfolio, value $2,344,083.

    13F-HR 0001818557-25-000001 filed by Kinloch Capital, LLC
    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 125,973 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $2,538,356.

    13F-HR 0001818557-24-000007 filed by Kinloch Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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