Benchmark Financial Wealth Advisors, LLC BFLY — BUTTERFLY NETWORK INC

Ownership history in Benchmark Financial Wealth Advisors, LLC  ·  1 quarter on record

AI Ownership Summary

Benchmark Financial Wealth Advisors, LLC reported BUTTERFLY NETWORK INC (BFLY) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.02% in 2026 Q3. The latest visible filing shows BFLY at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BFLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Benchmark Financial Wealth Advisors, LLC's position in BUTTERFLY NETWORK INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

BFLY was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Benchmark Financial Wealth Advisors, LLC held BFLY — position size vs. price
% of Fund (quarterly)    BFLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 10,514 — — 0.02% $94K 2026-10-20 $7.31

FAQ About Benchmark Financial Wealth Advisors, LLC and BFLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Benchmark Financial Wealth Advisors, LLC reported owning BFLY?

Benchmark Financial Wealth Advisors, LLC reported BFLY across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported BFLY position in Benchmark Financial Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for BFLY was 0.02% in 2026 Q3.

What is the latest reported BFLY position on this page?

The most recent filing on this page is 2026 Q3, when Benchmark Financial Wealth Advisors, LLC reported 10,514 shares, equal to 0.02% of portfolio, with an estimated market value of $94K.

What does the chart on this BFLY ownership page compare?

The chart compares Benchmark Financial Wealth Advisors, LLC's quarterly BFLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Benchmark Financial Wealth Advisors, LLC Holdings