Skip to content
Disclosery

BENJAMIN EDWARDS INC: IVV position timeline

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

BENJAMIN EDWARDS INC held 50,090 IVV 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 50,090 shares
    Change vs previous 13F +1,562 shares

    0.34% of the 13F portfolio, value $37,581,827.

    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 48,528 shares
    Change vs previous 13F +1,707 shares

    0.32% of the 13F portfolio, value $31,755,833.

    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 46,821 shares
    Change vs previous 13F +985 shares

    0.36% of the 13F portfolio, value $32,127,836.

    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 45,836 shares
    Change vs previous 13F +1,128 shares

    0.35% of the 13F portfolio, value $30,727,118.

    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 44,708 shares
    Change vs previous 13F -822 shares

    0.35% of the 13F portfolio, value $27,759,561.

    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 45,530 shares
    Change vs previous 13F -1,503 shares

    0.36% of the 13F portfolio, value $25,583,398.

    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 47,033 shares
    Change vs previous 13F +442 shares

    0.4% of the 13F portfolio, value $27,721,305.

    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 46,591 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $26,901,848.

    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).