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Disclosery

Unison Advisors LLC: BEN position timeline

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

Unison Advisors LLC held 115,784 BEN shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,784 shares
    Change vs previous 13F +1,335 shares

    0.27% of the 13F portfolio, value $3,890,342.

    13F-HR 0001695818-26-000004 filed by Unison Advisors 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 114,449 shares
    Change vs previous 13F +2,824 shares

    0.21% of the 13F portfolio, value $2,741,053.

    13F-HR 0001695818-26-000003 filed by Unison Advisors 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 111,625 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $2,703,557.

    13F-HR 0001695818-26-000001 filed by Unison Advisors 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 111,625 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $2,617,606.

    13F-HR 0001695818-25-000003 filed by Unison Advisors 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 111,625 shares
    Change vs previous 13F +2,012 shares

    0.3% of the 13F portfolio, value $2,697,976.

    13F-HR 0001085146-25-004256 filed by Unison Advisors 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 109,613 shares
    Change vs previous 13F +1,766 shares

    0.27% of the 13F portfolio, value $2,145,126.

    13F-HR 0001085146-25-002638 filed by Unison Advisors 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 107,847 shares
    Change vs previous 13F +1,604 shares

    0.26% of the 13F portfolio, value $2,222,727.

    13F-HR 0001085146-25-001087 filed by Unison Advisors 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 106,243 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,173,732.

    13F-HR 0001085146-24-004720 filed by Unison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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