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Twelve Points Wealth Management LLC: BEN position timeline

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

Twelve Points Wealth Management LLC held 137,115 BEN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,115 shares
    Change vs previous 13F -11,381 shares

    0.91% of the 13F portfolio, value $4,561,806.

    13F-HR 0001877090-26-000005 filed by Twelve Points Wealth 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 148,496 shares
    Change vs previous 13F +179 shares

    0.77% of the 13F portfolio, value $3,507,473.

    13F-HR 0001877090-26-000003 filed by Twelve Points Wealth Management LLC
    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 148,317 shares
    Change vs previous 13F -30,571 shares

    0.86% of the 13F portfolio, value $3,805,826.

    13F-HR 0001877090-26-000001 filed by Twelve Points Wealth Management LLC
    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 178,888 shares
    Change vs previous 13F +3 shares

    1.03% of the 13F portfolio, value $4,137,688.

    13F-HR 0001877090-25-000008 filed by Twelve Points Wealth Management LLC
    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 178,885 shares
    Change vs previous 13F +1,676 shares

    1.15% of the 13F portfolio, value $4,266,398.

    13F-HR 0001877090-25-000004 filed by Twelve Points Wealth Management LLC
    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 177,209 shares
    Change vs previous 13F +17,471 shares

    0.93% of the 13F portfolio, value $3,411,265.

    13F-HR 0001877090-25-000003 filed by Twelve Points Wealth Management LLC
    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 159,738 shares
    Change vs previous 13F +27,169 shares

    0.93% of the 13F portfolio, value $3,241,092.

    13F-HR 0001877090-25-000002 filed by Twelve Points Wealth Management LLC
    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 132,569 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,671,268.

    13F-HR 0001877090-24-000008 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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