Current Market Value 154,334,599
Current Holdings 86
Most Recent File Date 2025-05-15
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Benchmark Investment Advisors LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-05-15 2025-03-31 13F-HR 86 154,335
2025-02-13 2024-12-31 13F-HR 86 153,673
2024-11-13 2024-09-30 13F-HR 86 140,337
2024-08-12 2024-06-30 13F-HR 89 138,102
2024-05-15 2024-03-31 13F-HR 90 126,723
2024-05-15 2023-12-31 13F-HR/A 1 R 84 107,905
2024-02-13 2023-12-31 13F-HR 323 1,160,468
2023-11-14 2023-09-30 13F-HR 78 98,992
2023-08-14 2023-06-30 13F-HR 90 108,426
2023-05-15 2023-03-31 13F-HR 88 97,369
2023-02-21 2022-12-31 13F-HR 94 94,657
2022-11-14 2022-09-30 13F-HR 94 92,820
2022-08-08 2022-06-30 13F-HR 91 95,910
2022-05-16 2022-03-31 13F-HR 149 133,029
2022-02-16 2021-12-31 13F-HR 101 121,333