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Disclosery

BENJAMIN EDWARDS INC: IYW position timeline

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

BENJAMIN EDWARDS INC held 11,855 IYW 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 11,855 shares
    Change vs previous 13F +262 shares

    0.03% of the 13F portfolio, value $2,992,230.

    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 11,593 shares
    Change vs previous 13F -2,727 shares

    0.02% of the 13F portfolio, value $2,104,847.

    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 14,320 shares
    Change vs previous 13F +1,174 shares

    0.03% of the 13F portfolio, value $2,861,103.

    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 13,146 shares
    Change vs previous 13F +28 shares

    0.03% of the 13F portfolio, value $2,576,278.

    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 13,118 shares
    Change vs previous 13F -1,549 shares

    0.03% of the 13F portfolio, value $2,273,079.

    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 14,667 shares
    Change vs previous 13F -357 shares

    0.03% of the 13F portfolio, value $2,059,853.

    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 15,024 shares
    Change vs previous 13F -51 shares

    0.03% of the 13F portfolio, value $2,397,951.

    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 15,075 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,286,864.

    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).