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Disclosery

BENJAMIN EDWARDS INC: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BENJAMIN EDWARDS INC on ADI, newest first. How the timeline and the estimate are built.

BENJAMIN EDWARDS INC held 80,749 ADI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,749 shares
    Change vs previous 13F -9,121 shares

    0.29% of the 13F portfolio, value $32,081,596.

    13F-HR 0001451623-26-000004 filed by BENJAMIN EDWARDS 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 89,870 shares
    Change vs previous 13F +83 shares

    0.28% of the 13F portfolio, value $28,598,006.

    13F-HR 0001451623-26-000003 filed by BENJAMIN EDWARDS 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 89,787 shares
    Change vs previous 13F -9,108 shares

    0.27% of the 13F portfolio, value $24,355,855.

    13F-HR 0001451623-26-000001 filed by BENJAMIN EDWARDS 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 98,895 shares
    Change vs previous 13F +4,773 shares

    0.27% of the 13F portfolio, value $24,302,249.

    13F-HR 0001451623-25-000012 filed by BENJAMIN EDWARDS 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 94,122 shares
    Change vs previous 13F +19 shares

    0.29% of the 13F portfolio, value $22,403,080.

    13F-HR 0001445065-25-000007 filed by BENJAMIN EDWARDS 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 94,103 shares
    Change vs previous 13F -2,035 shares

    0.27% of the 13F portfolio, value $18,977,964.

    13F-HR 0001451623-25-000004 filed by BENJAMIN EDWARDS 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 96,138 shares
    Change vs previous 13F +4,850 shares

    0.29% of the 13F portfolio, value $20,428,195.

    13F-HR 0001451623-25-000001 filed by BENJAMIN EDWARDS 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 91,288 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $21,014,794.

    13F-HR 0001445065-24-000019 filed by BENJAMIN EDWARDS INC
    Filed (acceptance time not in the bulk data set), ingested

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