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Disclosery

BENJAMIN EDWARDS INC: PSX position timeline

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

BENJAMIN EDWARDS INC held 26,111 PSX 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 26,111 shares
    Change vs previous 13F -4,831 shares

    0.04% of the 13F portfolio, value $4,414,458.

    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 30,942 shares
    Change vs previous 13F -65 shares

    0.06% of the 13F portfolio, value $5,637,450.

    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 31,007 shares
    Change vs previous 13F -206 shares

    0.04% of the 13F portfolio, value $4,001,297.

    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 31,213 shares
    Change vs previous 13F +335 shares

    0.05% of the 13F portfolio, value $4,245,815.

    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 30,878 shares
    Change vs previous 13F +1,431 shares

    0.05% of the 13F portfolio, value $3,683,810.

    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 29,447 shares
    Change vs previous 13F -3,392 shares

    0.05% of the 13F portfolio, value $3,636,170.

    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 32,839 shares
    Change vs previous 13F +2,767 shares

    0.05% of the 13F portfolio, value $3,742,284.

    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 30,072 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,953,872.

    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).