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Disclosery

BENJAMIN EDWARDS INC: CGUS position timeline

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

BENJAMIN EDWARDS INC held 2,837,703 CGUS 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 2,837,703 shares
    Change vs previous 13F +83,754 shares

    1.15% of the 13F portfolio, value $126,218,965.

    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 2,753,949 shares
    Change vs previous 13F +2,022,431 shares

    1.05% of the 13F portfolio, value $105,804,587.

    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 731,518 shares
    Change vs previous 13F +132,420 shares

    0.33% of the 13F portfolio, value $29,428,788.

    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 599,098 shares
    Change vs previous 13F +129,020 shares

    0.27% of the 13F portfolio, value $23,688,070.

    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 470,078 shares
    Change vs previous 13F +101,158 shares

    0.22% of the 13F portfolio, value $17,359,979.

    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 368,920 shares
    Change vs previous 13F +57,036 shares

    0.17% of the 13F portfolio, value $12,321,928.

    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 311,884 shares
    Change vs previous 13F +38,913 shares

    0.16% of the 13F portfolio, value $10,906,420.

    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 272,971 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $9,357,326.

    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).