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BENJAMIN EDWARDS INC: CRM position timeline

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

BENJAMIN EDWARDS INC held 67,700 CRM 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 67,700 shares
    Change vs previous 13F -25,147 shares

    0.1% of the 13F portfolio, value $10,606,058.

    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 92,847 shares
    Change vs previous 13F +11,139 shares

    0.17% of the 13F portfolio, value $17,332,081.

    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 81,708 shares
    Change vs previous 13F +99 shares

    0.24% of the 13F portfolio, value $21,645,717.

    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 81,609 shares
    Change vs previous 13F +10,590 shares

    0.22% of the 13F portfolio, value $19,342,748.

    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 71,019 shares
    Change vs previous 13F +20,063 shares

    0.25% of the 13F portfolio, value $19,366,493.

    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 50,956 shares
    Change vs previous 13F +4,621 shares

    0.19% of the 13F portfolio, value $13,674,712.

    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 46,335 shares
    Change vs previous 13F +1,921 shares

    0.22% of the 13F portfolio, value $15,491,671.

    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 44,414 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $12,156,692.

    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).