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Disclosery

BENJAMIN EDWARDS INC: SOXX position timeline

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

BENJAMIN EDWARDS INC held 8,623 SOXX 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 8,623 shares
    Change vs previous 13F -7,902 shares

    0.05% of the 13F portfolio, value $5,534,585.

    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 16,525 shares
    Change vs previous 13F +1,016 shares

    0.05% of the 13F portfolio, value $5,435,529.

    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 15,509 shares
    Change vs previous 13F +622 shares

    0.05% of the 13F portfolio, value $4,674,767.

    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 14,887 shares
    Change vs previous 13F +232 shares

    0.05% of the 13F portfolio, value $4,039,556.

    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 14,655 shares
    Change vs previous 13F +5,834 shares

    0.04% of the 13F portfolio, value $3,498,240.

    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 8,821 shares
    Change vs previous 13F -2,188 shares

    0.02% of the 13F portfolio, value $1,659,893.

    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 11,009 shares
    Change vs previous 13F +3,941 shares

    0.03% of the 13F portfolio, value $2,374,489.

    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 7,068 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,631,954.

    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).