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Disclosery

BENJAMIN EDWARDS INC: HEFA position timeline

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

BENJAMIN EDWARDS INC held 17,296 HEFA 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 17,296 shares
    Change vs previous 13F -1,892 shares

    0.01% of the 13F portfolio, value $811,672.

    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 19,188 shares
    Change vs previous 13F -16,455 shares

    0.01% of the 13F portfolio, value $815,447.

    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 35,643 shares
    Change vs previous 13F -66 shares

    0.02% of the 13F portfolio, value $1,474,246.

    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 35,709 shares
    Change vs previous 13F +35,709 shares

    0.02% of the 13F portfolio, value $1,414,460.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -22,463 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 22,463 shares
    Change vs previous 13F +552 shares

    0.01% of the 13F portfolio, value $780,641.

    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).

  7. period ended2024-09-30
    13F 21,911 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $776,096.

    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).