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Disclosery

BENJAMIN EDWARDS INC: BRK-B position timeline

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

BENJAMIN EDWARDS INC held 60,204 BRK-B 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 60,204 shares
    Change vs previous 13F +15,731 shares

    0.27% of the 13F portfolio, value $30,124,934.

    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 44,473 shares
    Change vs previous 13F +558 shares

    0.21% of the 13F portfolio, value $21,311,163.

    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 43,915 shares
    Change vs previous 13F +799 shares

    0.24% of the 13F portfolio, value $22,073,421.

    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 43,116 shares
    Change vs previous 13F +15,387 shares

    0.25% of the 13F portfolio, value $21,675,693.

    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 27,729 shares
    Change vs previous 13F -1,438 shares

    0.17% of the 13F portfolio, value $13,469,915.

    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 29,167 shares
    Change vs previous 13F -5,388 shares

    0.22% of the 13F portfolio, value $15,533,760.

    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 34,555 shares
    Change vs previous 13F +870 shares

    0.22% of the 13F portfolio, value $15,662,931.

    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 33,685 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $15,503,741.

    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).