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BENJAMIN EDWARDS INC: USMV position timeline

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

BENJAMIN EDWARDS INC held 19,939 USMV 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 19,939 shares
    Change vs previous 13F +1,499 shares

    0.02% of the 13F portfolio, value $1,923,851.

    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 18,440 shares
    Change vs previous 13F -1,131 shares

    0.02% of the 13F portfolio, value $1,710,731.

    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 19,571 shares
    Change vs previous 13F +183 shares

    0.02% of the 13F portfolio, value $1,843,273.

    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 19,388 shares
    Change vs previous 13F +845 shares

    0.02% of the 13F portfolio, value $1,845,045.

    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 18,543 shares
    Change vs previous 13F +7,295 shares

    0.02% of the 13F portfolio, value $1,740,675.

    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 11,248 shares
    Change vs previous 13F +1,152 shares

    0.01% of the 13F portfolio, value $1,053,578.

    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 10,096 shares
    Change vs previous 13F +1,513 shares

    0.01% of the 13F portfolio, value $896,928.

    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 8,583 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $784,212.

    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).