BENF BENEFICIENT CL A

Ownership history in HighPoint Advisor Group LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which HighPoint Advisor Group LLC reported a position in BENEFICIENT CL A (BENF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 61,000 0% 0.00% $58K $7.61
2025 Q2 UNCHANGED 61,000 0% 0.00% $18K $2.40
2025 Q1 UNCHANGED 61,000 0% 0.00% $17K $2.50
2024 Q4 UNCHANGED 61,000 0% 0.00% $42K $5.96
2024 Q3 INITIATED 61,000 0.00% $82K $9.84
% of Fund (quarterly)    BENF price (monthly, adj. close)
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