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Disclosery

BENJAMIN EDWARDS INC: FIW position timeline

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

BENJAMIN EDWARDS INC held 39,268 FIW 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 39,268 shares
    Change vs previous 13F +4,796 shares

    0.04% of the 13F portfolio, value $4,302,502.

    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 34,472 shares
    Change vs previous 13F -597 shares

    0.04% of the 13F portfolio, value $3,556,932.

    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 35,069 shares
    Change vs previous 13F -239 shares

    0.04% of the 13F portfolio, value $3,811,767.

    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 35,308 shares
    Change vs previous 13F -772 shares

    0.04% of the 13F portfolio, value $3,968,537.

    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 36,080 shares
    Change vs previous 13F -21,689 shares

    0.05% of the 13F portfolio, value $3,895,932.

    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 57,769 shares
    Change vs previous 13F +19,568 shares

    0.08% of the 13F portfolio, value $5,817,950.

    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 38,201 shares
    Change vs previous 13F +1,051 shares

    0.06% of the 13F portfolio, value $3,899,806.

    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 37,150 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,063,144.

    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).