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Disclosery

BENJAMIN EDWARDS INC: EFG position timeline

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

BENJAMIN EDWARDS INC held 8,991 EFG 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 8,991 shares
    Change vs previous 13F +352 shares

    0.01% of the 13F portfolio, value $1,118,636.

    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 8,639 shares
    Change vs previous 13F +2,780 shares

    0.01% of the 13F portfolio, value $962,096.

    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 5,859 shares
    Change vs previous 13F -322 shares

    0.01% of the 13F portfolio, value $667,442.

    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 6,181 shares
    Change vs previous 13F -4,125 shares

    0.01% of the 13F portfolio, value $703,865.

    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 10,306 shares
    Change vs previous 13F +212 shares

    0.01% of the 13F portfolio, value $1,154,272.

    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 10,094 shares
    Change vs previous 13F -10,942 shares

    0.01% of the 13F portfolio, value $1,009,400.

    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 21,036 shares
    Change vs previous 13F +3,460 shares

    0.03% of the 13F portfolio, value $2,036,854.

    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 17,576 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,891,999.

    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).