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Disclosery

Tidal Investments LLC: BEN position timeline

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

Tidal Investments LLC held 81,148 BEN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,148 shares
    Change vs previous 13F +8,442 shares

    0.01% of the 13F portfolio, value $2,699,794.

    13F-HR 0002000324-26-003371 filed by Tidal Investments 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 72,706 shares
    Change vs previous 13F -19,720 shares

    0.01% of the 13F portfolio, value $1,717,316.

    13F-HR 0002000324-26-001933 filed by Tidal Investments 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 92,426 shares
    Change vs previous 13F +19,916 shares

    0.01% of the 13F portfolio, value $2,208,057.

    13F-HR 0001600064-26-000002 filed by Tidal Investments 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 72,510 shares
    Change vs previous 13F +9,689 shares

    0.01% of the 13F portfolio, value $1,677,156.

    13F-HR 0001600064-25-000011 filed by Tidal Investments 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 62,821 shares
    Change vs previous 13F -16,159 shares

    0.01% of the 13F portfolio, value $1,498,281.

    13F-HR 0001600064-25-000009 filed by Tidal Investments 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 78,980 shares
    Change vs previous 13F -215,550 shares

    0.01% of the 13F portfolio, value $1,520,365.

    13F-HR 0001600064-25-000007 filed by Tidal Investments LLC
    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 294,530 shares
    Change vs previous 13F +6,534 shares

    0.05% of the 13F portfolio, value $5,976,014.

    13F-HR 0001600064-25-000003 filed by Tidal Investments LLC
    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/A 287,996 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,803,119.

    13F-HR/A 0001600064-24-000008 filed by Tidal Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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