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Disclosery

BENJAMIN EDWARDS INC: SDY position timeline

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

BENJAMIN EDWARDS INC held 286,769 SDY 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 286,769 shares
    Change vs previous 13F +91,702 shares

    0.4% of the 13F portfolio, value $43,642,831.

    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 195,067 shares
    Change vs previous 13F +1,114 shares

    0.28% of the 13F portfolio, value $28,469,684.

    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 193,953 shares
    Change vs previous 13F +10,567 shares

    0.3% of the 13F portfolio, value $26,991,603.

    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 183,386 shares
    Change vs previous 13F -4,319 shares

    0.29% of the 13F portfolio, value $25,683,903.

    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 187,705 shares
    Change vs previous 13F +167,975 shares

    0.32% of the 13F portfolio, value $25,477,278.

    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 19,730 shares
    Change vs previous 13F +13 shares

    0.04% of the 13F portfolio, value $2,677,012.

    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 19,717 shares
    Change vs previous 13F +569 shares

    0.04% of the 13F portfolio, value $2,605,265.

    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 19,148 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,720,546.

    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).