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Savvy Advisors, Inc.: BEN position timeline

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

Savvy Advisors, Inc. held 13,238 BEN shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,238 shares
    Change vs previous 13F +1,571 shares

    0.01% of the 13F portfolio, value $440,433.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, 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 11,667 shares
    Change vs previous 13F -1,989 shares

    0.01% of the 13F portfolio, value $275,565.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, 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 13,656 shares
    Change vs previous 13F +2,463 shares

    0.01% of the 13F portfolio, value $326,231.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, 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 11,193 shares
    Change vs previous 13F -9 shares

    0.01% of the 13F portfolio, value $258,894.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, 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 11,202 shares
    Change vs previous 13F -728 shares

    0.02% of the 13F portfolio, value $267,168.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, 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 11,930 shares
    Change vs previous 13F +232 shares

    0.02% of the 13F portfolio, value $229,653.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, 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 11,698 shares
    Change vs previous 13F +69 shares

    0.03% of the 13F portfolio, value $237,352.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, 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 11,629 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $234,324.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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