WEA β€” WESTERN ASSET PREMIER BD FD

Ownership history in BENJAMIN EDWARDS INC  Β·  5 quarters on record

AI Ownership Summary

BENJAMIN EDWARDS INC reported WESTERN ASSET PREMIER BD FD (WEA) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows WEA at 0.00% 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 WEA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BENJAMIN EDWARDS INC's position in WESTERN ASSET PREMIER BD FD, 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
2025 Q3

WEA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2025 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 BENJAMIN EDWARDS INC held WEA β€” position size vs. price
% of Fund (quarterly)    WEA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 15,200 -4,170 -21.5% 0.00% $171K 2025-10-23 $10.78
2025 Q2 ADDED 19,370 +90 +0.5% 0.00% $210K 2025-08-14 $10.38
2025 Q1 ADDED 19,280 +3,500 +22.2% 0.00% $216K 2025-05-12 $9.95
2024 Q4 REDUCED 15,780 -10,280 -39.4% 0.00% $170K 2025-02-14 $10.04
2024 Q3 INITIATED 26,060 β€” β€” 0.00% $294K 2024-11-14 $9.88

FAQ About BENJAMIN EDWARDS INC and WEA

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

How long has BENJAMIN EDWARDS INC reported owning WEA?

BENJAMIN EDWARDS INC reported WEA across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported WEA position in BENJAMIN EDWARDS INC's portfolio?

The largest reported portfolio weight for WEA was 0.00% in 2024 Q3.

What is the latest reported WEA position on this page?

The most recent filing on this page is 2025 Q3, when BENJAMIN EDWARDS INC reported 15,200 shares, equal to 0.00% of portfolio, with an estimated market value of $171K.

What does the chart on this WEA ownership page compare?

The chart compares BENJAMIN EDWARDS INC's quarterly WEA 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.

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