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Disclosery

SHEPHERD KAPLAN KROCHUK, LLC: BEN position timeline

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

SHEPHERD KAPLAN KROCHUK, LLC held 20,848 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 20,848 shares
    Change vs previous 13F -2,361 shares

    0.55% of the 13F portfolio, value $693,613.

    13F-HR 0000919574-26-005448 filed by SHEPHERD KAPLAN KROCHUK, 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 23,209 shares
    Change vs previous 13F -122 shares

    0.46% of the 13F portfolio, value $548,197.

    13F-HR 0000919574-26-003276 filed by SHEPHERD KAPLAN KROCHUK, 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 23,331 shares
    Change vs previous 13F -1,714 shares

    0.46% of the 13F portfolio, value $557,378.

    13F-HR 0000919574-26-000962 filed by SHEPHERD KAPLAN KROCHUK, 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 25,045 shares
    Change vs previous 13F -2,791 shares

    0.48% of the 13F portfolio, value $579,291.

    13F-HR 0000919574-25-006712 filed by SHEPHERD KAPLAN KROCHUK, 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 27,836 shares
    Change vs previous 13F -75 shares

    0.58% of the 13F portfolio, value $663,889.

    13F-HR 0000919574-25-004649 filed by SHEPHERD KAPLAN KROCHUK, 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 27,911 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $537,287.

    13F-HR 0000919574-25-003040 filed by SHEPHERD KAPLAN KROCHUK, LLC
    Filed (acceptance time not in the bulk data set), ingested

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