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Disclosery

L.K. Benson & Company, P.C.: TROW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.K. Benson & Company, P.C. on TROW, newest first. How the timeline and the estimate are built.

L.K. Benson & Company, P.C. held 1,203,485 TROW 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 1,203,485 shares
    Change vs previous 13F -195,266 shares

    41.27% of the 13F portfolio, value $136,824,209.

    13F-HR 0002055235-26-000004 filed by L.K. Benson & Company, P.C.
    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 1,398,751 shares
    Change vs previous 13F +1,092,484 shares

    41.68% of the 13F portfolio, value $126,083,416.

    13F-HR 0002055235-26-000002 filed by L.K. Benson & Company, P.C.
    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 306,267 shares
    Change vs previous 13F -9,574 shares

    15.74% of the 13F portfolio, value $31,355,616.

    13F-HR 0002055235-26-000001 filed by L.K. Benson & Company, P.C.
    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 315,841 shares
    Change vs previous 13F -8,671 shares

    17.47% of the 13F portfolio, value $32,417,920.

    13F-HR 0002055235-25-000002 filed by L.K. Benson & Company, P.C.
    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 324,512 shares
    Change vs previous 13F +567 shares

    19.23% of the 13F portfolio, value $31,315,409.

    13F-HR 0001085146-25-004077 filed by L.K. Benson & Company, P.C.
    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 323,945 shares
    Change vs previous 13F -75 shares

    20.61% of the 13F portfolio, value $29,760,828.

    13F-HR 0001085146-25-002346 filed by L.K. Benson & Company, P.C.
    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 324,020 shares
    Change vs previous 13F not available

    25.83% of the 13F portfolio, value $36,643,423.

    13F-HR 0001085146-25-000955 filed by L.K. Benson & Company, P.C.
    Filed (acceptance time not in the bulk data set), ingested

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