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BENJAMIN EDWARDS INC: VOT position timeline

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

BENJAMIN EDWARDS INC held 135,119 VOT 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 135,119 shares
    Change vs previous 13F +6,088 shares

    0.38% of the 13F portfolio, value $41,395,956.

    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 129,031 shares
    Change vs previous 13F +15,375 shares

    0.33% of the 13F portfolio, value $33,212,210.

    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 113,656 shares
    Change vs previous 13F +6,903 shares

    0.35% of the 13F portfolio, value $31,732,408.

    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 106,753 shares
    Change vs previous 13F +3,203 shares

    0.35% of the 13F portfolio, value $31,370,218.

    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 103,550 shares
    Change vs previous 13F +2,355 shares

    0.37% of the 13F portfolio, value $29,448,655.

    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 101,195 shares
    Change vs previous 13F +12,491 shares

    0.35% of the 13F portfolio, value $24,756,386.

    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 88,704 shares
    Change vs previous 13F +4,908 shares

    0.32% of the 13F portfolio, value $22,513,735.

    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 83,796 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $20,405,223.

    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).