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Disclosery

BENJAMIN EDWARDS INC: WEC position timeline

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

BENJAMIN EDWARDS INC held 517,902 WEC 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 517,902 shares
    Change vs previous 13F -66,588 shares

    0.55% of the 13F portfolio, value $60,481,146.

    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 584,490 shares
    Change vs previous 13F -14,657 shares

    0.67% of the 13F portfolio, value $67,675,059.

    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 599,147 shares
    Change vs previous 13F -24,477 shares

    0.7% of the 13F portfolio, value $63,192,586.

    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 623,624 shares
    Change vs previous 13F +5,320 shares

    0.81% of the 13F portfolio, value $71,468,033.

    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 618,304 shares
    Change vs previous 13F +8,598 shares

    0.82% of the 13F portfolio, value $64,427,331.

    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 609,706 shares
    Change vs previous 13F +34,508 shares

    0.93% of the 13F portfolio, value $66,445,890.

    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 575,198 shares
    Change vs previous 13F +6,569 shares

    0.77% of the 13F portfolio, value $54,095,434.

    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 568,629 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $54,694,239.

    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).