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Disclosery

Wade Financial Advisory, Inc: BEN position timeline

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

Wade Financial Advisory, Inc held 0 BEN shares at 2024-09-30 per its 13F-HR filed 2024-10-28.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -27,831 shares

    13F-HR 0001085146-24-005183 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 27,831 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $622,023.

    13F-HR 0001085146-24-003226 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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