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Disclosery

BENJAMIN EDWARDS INC: IBDX position timeline

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

BENJAMIN EDWARDS INC held 152,965 IBDX 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 152,965 shares
    Change vs previous 13F -24,826 shares

    0.04% of the 13F portfolio, value $3,853,011.

    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 177,791 shares
    Change vs previous 13F +2,296 shares

    0.04% of the 13F portfolio, value $4,492,662.

    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 175,495 shares
    Change vs previous 13F -13,186 shares

    0.05% of the 13F portfolio, value $4,480,303.

    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 188,681 shares
    Change vs previous 13F +8,176 shares

    0.05% of the 13F portfolio, value $4,833,891.

    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 180,505 shares
    Change vs previous 13F -9,979 shares

    0.06% of the 13F portfolio, value $4,564,098.

    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 190,484 shares
    Change vs previous 13F +8,284 shares

    0.07% of the 13F portfolio, value $4,760,219.

    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 182,200 shares
    Change vs previous 13F +5,982 shares

    0.06% of the 13F portfolio, value $4,478,457.

    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 176,218 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,530,538.

    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).