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Disclosery

BENJAMIN EDWARDS INC: EFV position timeline

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

BENJAMIN EDWARDS INC held 17,097 EFV 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 17,097 shares
    Change vs previous 13F -722 shares

    0.01% of the 13F portfolio, value $1,308,743.

    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 17,819 shares
    Change vs previous 13F -10,650 shares

    0.01% of the 13F portfolio, value $1,324,814.

    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 28,469 shares
    Change vs previous 13F -4,100 shares

    0.02% of the 13F portfolio, value $2,032,895.

    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 32,569 shares
    Change vs previous 13F -9,246 shares

    0.02% of the 13F portfolio, value $2,209,082.

    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 41,815 shares
    Change vs previous 13F +15,503 shares

    0.03% of the 13F portfolio, value $2,654,416.

    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 26,312 shares
    Change vs previous 13F -8,431 shares

    0.02% of the 13F portfolio, value $1,550,829.

    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 34,743 shares
    Change vs previous 13F -19 shares

    0.03% of the 13F portfolio, value $1,822,934.

    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 34,762 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,999,827.

    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).