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BENJAMIN EDWARDS INC: UPS position timeline

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

BENJAMIN EDWARDS INC held 29,005 UPS 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 29,005 shares
    Change vs previous 13F -18,533 shares

    0.03% of the 13F portfolio, value $3,118,307.

    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 47,538 shares
    Change vs previous 13F +12,480 shares

    0.05% of the 13F portfolio, value $4,677,223.

    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 35,058 shares
    Change vs previous 13F -4,697 shares

    0.04% of the 13F portfolio, value $3,477,817.

    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 39,755 shares
    Change vs previous 13F -92 shares

    0.04% of the 13F portfolio, value $3,321,007.

    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 39,847 shares
    Change vs previous 13F -139,144 shares

    0.05% of the 13F portfolio, value $4,022,318.

    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 178,991 shares
    Change vs previous 13F +28,466 shares

    0.27% of the 13F portfolio, value $19,687,368.

    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 150,525 shares
    Change vs previous 13F +3,714 shares

    0.27% of the 13F portfolio, value $18,983,254.

    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 146,811 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $20,018,238.

    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).