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Disclosery

BENJAMIN EDWARDS INC: IUSV position timeline

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

BENJAMIN EDWARDS INC held 1,392,296 IUSV 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 1,392,296 shares
    Change vs previous 13F +79,290 shares

    1.4% of the 13F portfolio, value $153,364,331.

    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 1,313,006 shares
    Change vs previous 13F +164,901 shares

    1.33% of the 13F portfolio, value $134,258,405.

    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 1,148,105 shares
    Change vs previous 13F +73,509 shares

    1.3% of the 13F portfolio, value $117,729,196.

    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 1,074,596 shares
    Change vs previous 13F +61,579 shares

    1.21% of the 13F portfolio, value $107,409,188.

    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 1,013,017 shares
    Change vs previous 13F +40,926 shares

    1.22% of the 13F portfolio, value $95,861,889.

    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 972,091 shares
    Change vs previous 13F +90,754 shares

    1.25% of the 13F portfolio, value $89,714,282.

    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 881,337 shares
    Change vs previous 13F +47,141 shares

    1.17% of the 13F portfolio, value $81,604,479.

    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 834,196 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $79,658,180.

    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).