Affinity Wealth Management LLC

SEC CIK: 0000810672
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

BEN holding history

Franklin Templeton Inc in every 13F filed by Affinity Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BEN overview All 13F holders of BEN Full Q2 2026 holdings

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2021

Holdings of BEN by Affinity Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−9,457−100.0%	Sold out	Holders
Q1 2022	9,457	$250.0K	0.1%	+539+6.0%	Added	Holders
Q4 2021	8,918	$302.0K	0.1%	−32−0.4%	Reduced	Holders
Q3 2021	8,950	$265.0K	0.1%	+8,950	New	Holders