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Disclosery

BENJAMIN EDWARDS INC: WTS position timeline

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

BENJAMIN EDWARDS INC held 883 WTS 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 883 shares
    Change vs previous 13F -318 shares

    <0.01% of the 13F portfolio, value $345,629.

    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 1,201 shares
    Change vs previous 13F -103 shares

    <0.01% of the 13F portfolio, value $348,614.

    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 1,304 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $359,913.

    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 1,354 shares
    Change vs previous 13F +177 shares

    <0.01% of the 13F portfolio, value $378,123.

    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 1,177 shares
    Change vs previous 13F +163 shares

    <0.01% of the 13F portfolio, value $289,412.

    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 1,014 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $206,774.

    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).