Skip to content
Disclosery

BENJAMIN EDWARDS INC: AGG position timeline

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

BENJAMIN EDWARDS INC held 238,261 AGG 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 238,261 shares
    Change vs previous 13F +2,856 shares

    0.22% of the 13F portfolio, value $23,583,481.

    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 235,405 shares
    Change vs previous 13F -804 shares

    0.23% of the 13F portfolio, value $23,368,980.

    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 236,209 shares
    Change vs previous 13F +85,708 shares

    0.26% of the 13F portfolio, value $23,592,746.

    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 150,501 shares
    Change vs previous 13F +18,830 shares

    0.17% of the 13F portfolio, value $15,087,849.

    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 131,671 shares
    Change vs previous 13F +44,539 shares

    0.17% of the 13F portfolio, value $13,061,805.

    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 87,132 shares
    Change vs previous 13F +2,875 shares

    0.12% of the 13F portfolio, value $8,619,177.

    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 84,257 shares
    Change vs previous 13F -11,966 shares

    0.12% of the 13F portfolio, value $8,164,465.

    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 96,223 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $9,744,464.

    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).