L.K. Benson & Company, P.C. historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, L.K. Benson & Company, P.C. opened 42 positions, added to 305, reduced 122 and sold out of 23.
- Q2 2026: Stock DFUS; Country of operation —; Class US EQUITY MARKET; Shares before 54,738.
- Q2 2026: Stock DFLV; Country of operation —; Class US LARGE CAP VAL; Shares before 48,120.
- Q2 2026: Stock SGOV; Country of operation —; Class 0-3 MNTH TREASRY; Shares before 9,039.
- Q2 2026: Stock SHM; Country of operation —; Class STATE STREET SPD; Shares before 16,673.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2055235), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-25). 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 2024-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Arrowroot Family Office, LLC | United States | $0.302B | 156 |
| Norman Fields, Gottscho Capital Management, LLC | United States | $0.302B | 65 |
| OneAscent Wealth Management LLC | United States | $0.302B | 157 |
| Wealth Advisors of Tampa Bay, LLC | United States | $0.302B | 93 |
| Slagle Financial, LLC | United States | $0.303B | 121 |
| AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN | United States | $0.302B | 1 |
| CORA CAPITAL ADVISORS LLC | United States | $0.302B | 134 |
| Greenbush Financial Group, LLC | United States | $0.302B | 36 |
| Bain Capital Credit, LP | United States | $0.303B | 6 |
| Wheelhouse Advisory Group LLC | United States | $0.302B | 51 |