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BENJAMIN EDWARDS INC: JEPI position timeline

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

BENJAMIN EDWARDS INC held 90,974 JEPI 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 90,974 shares
    Change vs previous 13F +12,046 shares

    0.05% of the 13F portfolio, value $5,138,144.

    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 78,928 shares
    Change vs previous 13F -19,647 shares

    0.04% of the 13F portfolio, value $4,473,534.

    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 98,575 shares
    Change vs previous 13F -28,828 shares

    0.06% of the 13F portfolio, value $5,642,308.

    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 127,403 shares
    Change vs previous 13F +6,453 shares

    0.08% of the 13F portfolio, value $7,274,586.

    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 120,950 shares
    Change vs previous 13F +16,646 shares

    0.09% of the 13F portfolio, value $6,876,051.

    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 104,304 shares
    Change vs previous 13F +17,838 shares

    0.08% of the 13F portfolio, value $5,959,963.

    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 86,466 shares
    Change vs previous 13F +37,227 shares

    0.07% of the 13F portfolio, value $4,974,142.

    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 49,239 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,930,110.

    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).