| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 6.9% |
| ISHARES TR | 42 | Q3 2023 | 4.9% |
| APPLE INC | 42 | Q3 2023 | 2.5% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 2.1% |
| VANGUARD SCOTTSDALE FDS | 42 | Q3 2023 | 3.0% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 1.7% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 5.6% |
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 1.5% |
| ISHARES TR | 42 | Q3 2023 | 2.3% |
| FIRST TR NASDAQ-100 TECH IND | 42 | Q3 2023 | 1.4% |
View BENJAMIN F. EDWARDS & COMPANY, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| X-17A-5 | 2024-02-27 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-04-27 |
| X-17A-5 | 2023-02-27 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-12 |
View BENJAMIN F. EDWARDS & COMPANY, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.