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Disclosery

BENJAMIN EDWARDS INC: WM position timeline

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

BENJAMIN EDWARDS INC held 97,682 WM 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 97,682 shares
    Change vs previous 13F +20,675 shares

    0.2% of the 13F portfolio, value $21,775,443.

    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 77,007 shares
    Change vs previous 13F +44,627 shares

    0.18% of the 13F portfolio, value $17,698,533.

    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 ended2024-09-30
    13F 32,380 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,729,472.

    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).