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BENJAMIN EDWARDS INC: XLV position timeline

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

BENJAMIN EDWARDS INC held 33,415 XLV 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 33,415 shares
    Change vs previous 13F -29,459 shares

    0.05% of the 13F portfolio, value $5,302,388.

    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 62,874 shares
    Change vs previous 13F +5,660 shares

    0.09% of the 13F portfolio, value $9,218,236.

    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 57,214 shares
    Change vs previous 13F +31,053 shares

    0.1% of the 13F portfolio, value $8,856,814.

    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 26,161 shares
    Change vs previous 13F -2,317 shares

    0.04% of the 13F portfolio, value $3,641,228.

    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 28,478 shares
    Change vs previous 13F -6,974 shares

    0.05% of the 13F portfolio, value $3,838,600.

    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 35,452 shares
    Change vs previous 13F +5,918 shares

    0.07% of the 13F portfolio, value $5,176,363.

    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 29,534 shares
    Change vs previous 13F -17,118 shares

    0.06% of the 13F portfolio, value $4,063,251.

    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 46,652 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,185,368.

    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).