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BENJAMIN EDWARDS INC: XLE position timeline

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

BENJAMIN EDWARDS INC held 641,631 XLE 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 641,631 shares
    Change vs previous 13F +515,280 shares

    0.31% of the 13F portfolio, value $34,077,005.

    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 126,351 shares
    Change vs previous 13F +16,067 shares

    0.08% of the 13F portfolio, value $7,741,056.

    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 110,284 shares
    Change vs previous 13F +57,145 shares

    0.05% of the 13F portfolio, value $4,931,135.

    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 53,139 shares
    Change vs previous 13F -1,864 shares

    0.05% of the 13F portfolio, value $4,748,522.

    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 55,003 shares
    Change vs previous 13F -1,294 shares

    0.06% of the 13F portfolio, value $4,664,837.

    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 56,297 shares
    Change vs previous 13F -125,113 shares

    0.07% of the 13F portfolio, value $5,260,962.

    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 181,410 shares
    Change vs previous 13F +2,066 shares

    0.22% of the 13F portfolio, value $15,541,456.

    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 179,344 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $15,748,191.

    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).