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Poehling Capital Management, INC.: BEN position timeline

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

Poehling Capital Management, INC. held 54,403 BEN shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,403 shares
    Change vs previous 13F -516 shares

    0.39% of the 13F portfolio, value $1,809,988.

    13F-HR 0001104659-26-084984 filed by Poehling Capital 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 54,919 shares
    Change vs previous 13F -104 shares

    0.27% of the 13F portfolio, value $1,297,187.

    13F-HR 0001104659-26-046126 filed by Poehling Capital 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 55,023 shares
    Change vs previous 13F -8 shares

    0.27% of the 13F portfolio, value $1,314,499.

    13F-HR 0001104659-26-011330 filed by Poehling Capital 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 55,031 shares
    Change vs previous 13F -833 shares

    0.27% of the 13F portfolio, value $1,272,867.

    13F-HR 0001104659-25-106807 filed by Poehling Capital 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 55,864 shares
    Change vs previous 13F +134 shares

    0.31% of the 13F portfolio, value $1,332,356.

    13F-HR 0001104659-25-075984 filed by Poehling Capital Management, INC.
    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 55,730 shares
    Change vs previous 13F +157 shares

    0.27% of the 13F portfolio, value $1,072,803.

    13F-HR 0001104659-25-043863 filed by Poehling Capital Management, INC.
    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 55,573 shares
    Change vs previous 13F -52,632 shares

    0.28% of the 13F portfolio, value $1,127,576.

    13F-HR 0001104659-25-014411 filed by Poehling Capital Management, INC.
    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 108,205 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,180,331.

    13F-HR 0001104659-24-117406 filed by Poehling Capital Management, INC.
    Filed (acceptance time not in the bulk data set), ingested

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