Skip to content
Disclosery

BENJAMIN EDWARDS INC: IUSG position timeline

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

BENJAMIN EDWARDS INC held 825,427 IUSG 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 825,427 shares
    Change vs previous 13F +38,090 shares

    1.42% of the 13F portfolio, value $155,261,021.

    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 787,337 shares
    Change vs previous 13F +75,155 shares

    1.21% of the 13F portfolio, value $122,128,779.

    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 712,182 shares
    Change vs previous 13F +35,058 shares

    1.32% of the 13F portfolio, value $119,609,362.

    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 677,124 shares
    Change vs previous 13F +21,728 shares

    1.26% of the 13F portfolio, value $111,418,543.

    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 655,396 shares
    Change vs previous 13F +26,570 shares

    1.26% of the 13F portfolio, value $98,571,660.

    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 628,826 shares
    Change vs previous 13F +8,155 shares

    1.12% of the 13F portfolio, value $79,911,212.

    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 620,671 shares
    Change vs previous 13F +21,649 shares

    1.24% of the 13F portfolio, value $86,493,421.

    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 599,022 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $79,018,488.

    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).