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Disclosery

BENJAMIN EDWARDS INC: IP position timeline

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

BENJAMIN EDWARDS INC held 12,254 IP 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 12,254 shares
    Change vs previous 13F -953 shares

    <0.01% of the 13F portfolio, value $467,048.

    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 13,207 shares
    Change vs previous 13F +1,357 shares

    <0.01% of the 13F portfolio, value $471,620.

    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 11,850 shares
    Change vs previous 13F +965 shares

    0.01% of the 13F portfolio, value $466,908.

    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 10,885 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $505,262.

    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).