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Disclosery

BENJAMIN EDWARDS INC: CGMU position timeline

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

BENJAMIN EDWARDS INC held 404,334 CGMU 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 404,334 shares
    Change vs previous 13F +69,575 shares

    0.1% of the 13F portfolio, value $11,107,154.

    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 334,759 shares
    Change vs previous 13F +41,002 shares

    0.09% of the 13F portfolio, value $9,088,846.

    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 293,757 shares
    Change vs previous 13F -3,038 shares

    0.09% of the 13F portfolio, value $8,043,209.

    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 296,795 shares
    Change vs previous 13F +70,124 shares

    0.09% of the 13F portfolio, value $8,099,688.

    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 226,671 shares
    Change vs previous 13F +52,372 shares

    0.08% of the 13F portfolio, value $6,049,857.

    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 174,299 shares
    Change vs previous 13F +7,435 shares

    0.07% of the 13F portfolio, value $4,674,720.

    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 166,864 shares
    Change vs previous 13F +8,680 shares

    0.06% of the 13F portfolio, value $4,492,072.

    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 158,184 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,343,712.

    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).