Skip to content
Disclosery

BENJAMIN EDWARDS INC: CGDV position timeline

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

BENJAMIN EDWARDS INC held 1,344,683 CGDV 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 1,344,683 shares
    Change vs previous 13F +251,671 shares

    0.6% of the 13F portfolio, value $66,265,768.

    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 1,093,012 shares
    Change vs previous 13F +85,641 shares

    0.46% of the 13F portfolio, value $46,496,681.

    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 1,007,371 shares
    Change vs previous 13F +127,240 shares

    0.49% of the 13F portfolio, value $43,961,747.

    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 880,131 shares
    Change vs previous 13F +66,599 shares

    0.42% of the 13F portfolio, value $36,991,708.

    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 813,532 shares
    Change vs previous 13F +65,431 shares

    0.41% of the 13F portfolio, value $32,126,418.

    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 748,101 shares
    Change vs previous 13F +107,822 shares

    0.37% of the 13F portfolio, value $26,662,339.

    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 640,279 shares
    Change vs previous 13F +42,981 shares

    0.32% of the 13F portfolio, value $22,575,999.

    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 597,298 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $21,765,369.

    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).