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Gallagher Fiduciary Advisors, LLC: BEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gallagher Fiduciary Advisors, LLC on BEN, newest first. How the timeline and the estimate are built.

Gallagher Fiduciary Advisors, LLC held 1,379,739 BEN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,379,739 shares
    Change vs previous 13F -28,399 shares

    1.51% of the 13F portfolio, value $45,903,935.

    13F-HR 0001527781-26-000005 filed by Gallagher Fiduciary Advisors, LLC
    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 1,408,138 shares
    Change vs previous 13F -15,934 shares

    1.3% of the 13F portfolio, value $33,260,236.

    13F-HR 0001527781-26-000002 filed by Gallagher Fiduciary Advisors, LLC
    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 1,424,072 shares
    Change vs previous 13F -4,432 shares

    1.1% of the 13F portfolio, value $34,021,071.

    13F-HR 0001527781-26-000001 filed by Gallagher Fiduciary Advisors, LLC
    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 1,428,504 shares
    Change vs previous 13F -57,029 shares

    1.21% of the 13F portfolio, value $33,041,304.

    13F-HR 0001527781-25-000002 filed by Gallagher Fiduciary Advisors, LLC
    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 1,485,533 shares
    Change vs previous 13F -14,272 shares

    1.38% of the 13F portfolio, value $35,429,947.

    13F-HR 0001085146-25-005267 filed by Gallagher Fiduciary Advisors, LLC
    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 1,499,805 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $28,871,238.

    13F-HR 0001085146-25-003320 filed by Gallagher Fiduciary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).