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BENJAMIN EDWARDS INC: XLU position timeline

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

BENJAMIN EDWARDS INC held 148,266 XLU 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 148,266 shares
    Change vs previous 13F -15,481 shares

    0.06% of the 13F portfolio, value $6,722,647.

    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 163,747 shares
    Change vs previous 13F +8,503 shares

    0.07% of the 13F portfolio, value $7,514,748.

    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 155,244 shares
    Change vs previous 13F +81,512 shares

    0.07% of the 13F portfolio, value $6,627,487.

    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 73,732 shares
    Change vs previous 13F -1,508 shares

    0.07% of the 13F portfolio, value $6,431,238.

    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 75,240 shares
    Change vs previous 13F +4,266 shares

    0.08% of the 13F portfolio, value $6,144,173.

    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 70,974 shares
    Change vs previous 13F -28,172 shares

    0.08% of the 13F portfolio, value $5,596,370.

    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 99,146 shares
    Change vs previous 13F +6,272 shares

    0.11% of the 13F portfolio, value $7,505,110.

    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 92,874 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,503,447.

    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).