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BENJAMIN EDWARDS INC: SDVY position timeline

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

BENJAMIN EDWARDS INC held 298,897 SDVY 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 298,897 shares
    Change vs previous 13F +34,295 shares

    0.12% of the 13F portfolio, value $12,896,274.

    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 264,602 shares
    Change vs previous 13F -26,094 shares

    0.1% of the 13F portfolio, value $10,435,091.

    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 290,696 shares
    Change vs previous 13F -29,540 shares

    0.12% of the 13F portfolio, value $11,140,941.

    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 320,236 shares
    Change vs previous 13F +13,751 shares

    0.14% of the 13F portfolio, value $12,177,276.

    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 306,485 shares
    Change vs previous 13F +55,352 shares

    0.14% of the 13F portfolio, value $10,812,824.

    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 251,133 shares
    Change vs previous 13F +53,453 shares

    0.12% of the 13F portfolio, value $8,412,974.

    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 197,680 shares
    Change vs previous 13F +18,658 shares

    0.1% of the 13F portfolio, value $7,089,433.

    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 179,022 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,515,527.

    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).