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Disclosery

BENJAMIN EDWARDS INC: JEPQ position timeline

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

BENJAMIN EDWARDS INC held 79,639 JEPQ 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 79,639 shares
    Change vs previous 13F -7,069 shares

    0.04% of the 13F portfolio, value $4,894,568.

    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 86,708 shares
    Change vs previous 13F +1,428 shares

    0.05% of the 13F portfolio, value $4,813,915.

    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 85,280 shares
    Change vs previous 13F +2,498 shares

    0.05% of the 13F portfolio, value $4,956,345.

    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 82,782 shares
    Change vs previous 13F +754 shares

    0.05% of the 13F portfolio, value $4,761,540.

    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 82,028 shares
    Change vs previous 13F +10,353 shares

    0.06% of the 13F portfolio, value $4,462,368.

    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 71,675 shares
    Change vs previous 13F +9,698 shares

    0.05% of the 13F portfolio, value $3,711,366.

    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 61,977 shares
    Change vs previous 13F +2,866 shares

    0.05% of the 13F portfolio, value $3,494,161.

    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 59,111 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,247,045.

    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).