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BENJAMIN EDWARDS INC: IWM position timeline

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

BENJAMIN EDWARDS INC held 17,925 IWM 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 17,925 shares
    Change vs previous 13F +1,928 shares

    0.05% of the 13F portfolio, value $5,386,096.

    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 15,997 shares
    Change vs previous 13F +838 shares

    0.04% of the 13F portfolio, value $3,967,801.

    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 15,159 shares
    Change vs previous 13F +307 shares

    0.04% of the 13F portfolio, value $3,731,921.

    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 14,852 shares
    Change vs previous 13F +2,863 shares

    0.04% of the 13F portfolio, value $3,594,037.

    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 11,989 shares
    Change vs previous 13F -23 shares

    0.03% of the 13F portfolio, value $2,587,242.

    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 12,012 shares
    Change vs previous 13F +2,900 shares

    0.03% of the 13F portfolio, value $2,396,339.

    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 9,112 shares
    Change vs previous 13F +777 shares

    0.03% of the 13F portfolio, value $2,013,690.

    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 8,335 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,841,508.

    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).