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Disclosery

BENJAMIN EDWARDS INC: XLI position timeline

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

BENJAMIN EDWARDS INC held 85,447 XLI 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 85,447 shares
    Change vs previous 13F +58,108 shares

    0.14% of the 13F portfolio, value $15,827,456.

    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 27,339 shares
    Change vs previous 13F -11,525 shares

    0.04% of the 13F portfolio, value $4,421,928.

    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 38,864 shares
    Change vs previous 13F +138 shares

    0.07% of the 13F portfolio, value $6,028,577.

    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 38,726 shares
    Change vs previous 13F -520 shares

    0.07% of the 13F portfolio, value $5,972,658.

    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 39,246 shares
    Change vs previous 13F +635 shares

    0.07% of the 13F portfolio, value $5,789,573.

    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 38,611 shares
    Change vs previous 13F -4,858 shares

    0.07% of the 13F portfolio, value $5,060,843.

    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 43,469 shares
    Change vs previous 13F -2,475 shares

    0.08% of the 13F portfolio, value $5,727,445.

    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 45,944 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,222,502.

    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).