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BENJAMIN EDWARDS INC: XLY position timeline

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

BENJAMIN EDWARDS INC held 81,186 XLY 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 81,186 shares
    Change vs previous 13F +14,620 shares

    0.09% of the 13F portfolio, value $9,521,829.

    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 66,566 shares
    Change vs previous 13F +1,364 shares

    0.07% of the 13F portfolio, value $7,254,691.

    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 65,202 shares
    Change vs previous 13F +32,613 shares

    0.09% of the 13F portfolio, value $7,785,980.

    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 32,589 shares
    Change vs previous 13F +3,241 shares

    0.09% of the 13F portfolio, value $7,810,262.

    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 29,348 shares
    Change vs previous 13F -3,829 shares

    0.08% of the 13F portfolio, value $6,378,303.

    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 33,177 shares
    Change vs previous 13F +135 shares

    0.09% of the 13F portfolio, value $6,551,167.

    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 33,042 shares
    Change vs previous 13F +6,573 shares

    0.11% of the 13F portfolio, value $7,413,198.

    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 26,469 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,303,923.

    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).