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BENJAMIN EDWARDS INC: WSO position timeline

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

BENJAMIN EDWARDS INC held 128,444 WSO 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 128,444 shares
    Change vs previous 13F -13,457 shares

    0.49% of the 13F portfolio, value $53,548,542.

    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 141,901 shares
    Change vs previous 13F -3,230 shares

    0.51% of the 13F portfolio, value $51,644,899.

    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 145,131 shares
    Change vs previous 13F -1,402 shares

    0.54% of the 13F portfolio, value $48,920,916.

    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 146,533 shares
    Change vs previous 13F +18,093 shares

    0.67% of the 13F portfolio, value $59,266,194.

    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 128,440 shares
    Change vs previous 13F +2,333 shares

    0.72% of the 13F portfolio, value $56,722,288.

    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 126,107 shares
    Change vs previous 13F +17,341 shares

    0.9% of the 13F portfolio, value $64,100,869.

    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 108,766 shares
    Change vs previous 13F +1,303 shares

    0.74% of the 13F portfolio, value $51,563,867.

    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 107,463 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $52,880,079.

    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).