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Disclosery

Lynx Investment Advisory: BEN position timeline

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

Lynx Investment Advisory held 10,602 BEN shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,602 shares
    Change vs previous 13F +55 shares

    0.12% of the 13F portfolio, value $352,721.

    13F-HR 0002028812-26-000003 filed by Lynx Investment Advisory
    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 10,547 shares
    Change vs previous 13F +999 shares

    0.12% of the 13F portfolio, value $249,120.

    13F-HR 0002028812-26-000002 filed by Lynx Investment Advisory
    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 9,548 shares
    Change vs previous 13F -40 shares

    0.12% of the 13F portfolio, value $228,099.

    13F-HR 0002028812-26-000001 filed by Lynx Investment Advisory
    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 9,588 shares
    Change vs previous 13F -332 shares

    0.13% of the 13F portfolio, value $221,770.

    13F-HR 0002028812-25-000006 filed by Lynx Investment Advisory
    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 9,920 shares
    Change vs previous 13F +9,920 shares

    0.15% of the 13F portfolio, value $236,588.

    13F-HR 0002028812-25-000005 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0002028812-24-000002 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.