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Quantum Portfolio Management LLC: BEN position timeline

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

Quantum Portfolio Management LLC held 37,888 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 37,888 shares
    Change vs previous 13F -1,963 shares

    0.45% of the 13F portfolio, value $1,260,534.

    13F-HR 0001420506-26-001701 filed by Quantum Portfolio Management 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/A 39,851 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $941,281.

    13F-HR/A 0001172661-26-001580 filed by Quantum Portfolio Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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