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Disclosery

BENJAMIN EDWARDS INC: FV position timeline

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

BENJAMIN EDWARDS INC held 285,409 FV 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 285,409 shares
    Change vs previous 13F -19,976 shares

    0.2% of the 13F portfolio, value $21,660,160.

    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 305,385 shares
    Change vs previous 13F +163,331 shares

    0.18% of the 13F portfolio, value $18,459,668.

    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 142,054 shares
    Change vs previous 13F +123,447 shares

    0.1% of the 13F portfolio, value $8,941,367.

    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 18,607 shares
    Change vs previous 13F -224 shares

    0.01% of the 13F portfolio, value $1,152,602.

    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 18,831 shares
    Change vs previous 13F +177 shares

    0.01% of the 13F portfolio, value $1,115,936.

    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 18,654 shares
    Change vs previous 13F -618 shares

    0.01% of the 13F portfolio, value $1,023,410.

    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 19,272 shares
    Change vs previous 13F -1,335 shares

    0.02% of the 13F portfolio, value $1,138,485.

    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 20,607 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,201,282.

    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).