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Disclosery

Morse Asset Management, Inc: BEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morse Asset Management, Inc on BEN, newest first. How the timeline and the estimate are built.

Morse Asset Management, Inc held 22,680 BEN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,680 shares
    Change vs previous 13F +20,230 shares

    0.12% of the 13F portfolio, value $754,564.

    13F-HR 0001705711-26-000006 filed by Morse Asset 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 2,450 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $57,869.

    13F-HR 0001705711-26-000004 filed by Morse Asset 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 2,450 shares
    Change vs previous 13F -7,200 shares

    0.01% of the 13F portfolio, value $58,531.

    13F-HR 0001705711-26-000002 filed by Morse Asset Management, Inc
    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 9,650 shares
    Change vs previous 13F -72,420 shares

    0.04% of the 13F portfolio, value $223,205.

    13F-HR 0001705711-25-000009 filed by Morse Asset Management, Inc
    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 82,070 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,957,370.

    13F-HR 0001705711-25-000006 filed by Morse Asset Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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