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Disclosery

BENJAMIN EDWARDS INC: SHM position timeline

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

BENJAMIN EDWARDS INC held 98,919 SHM 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 98,919 shares
    Change vs previous 13F -43,162 shares

    0.04% of the 13F portfolio, value $4,744,559.

    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 142,081 shares
    Change vs previous 13F +14,785 shares

    0.07% of the 13F portfolio, value $6,795,679.

    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 127,296 shares
    Change vs previous 13F +6,538 shares

    0.07% of the 13F portfolio, value $6,108,845.

    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 120,758 shares
    Change vs previous 13F +6,902 shares

    0.07% of the 13F portfolio, value $5,822,901.

    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 113,856 shares
    Change vs previous 13F +2,809 shares

    0.07% of the 13F portfolio, value $5,445,732.

    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 111,047 shares
    Change vs previous 13F +3,119 shares

    0.07% of the 13F portfolio, value $5,285,860.

    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 107,928 shares
    Change vs previous 13F -16,220 shares

    0.07% of the 13F portfolio, value $5,114,626.

    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 124,148 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,976,441.

    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).