Benson Wealth Management INC historic quarter change: Foreign Bonds: Other Debt, New
In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), over 2 quarters from 2025-12-31 to 2026-06-30, Benson Wealth Management INC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2109863), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| BAYPOINTE PARTNERS LLC | United States | $0.073B | 20 |
| Tripletail Wealth Management, LLC | United States | $0.073B | 255 |
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | United States | $0.074B | 14 |
| Wallace Hart LLC | United States | $0.073B | 34 |
| Wise Wealth Partners | United States | $0.074B | 53 |
| H Capital V GP, L.P. | Cayman Islands | $0.074B | 1 |
| January Capital Advisors LLC | United States | $0.074B | 52 |
| PURSUIT WEALTH STRATEGIES, LLC | United States | $0.072B | 109 |
| Luminist Capital LLC | United States | $0.072B | 119 |
| NATIXIS ADVISORS, LLC | United States | $0.072B | 2,085 |