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ORG Wealth Partners, LLC

SEC CIK
0002032602
Latest filing
Jul 30, 2026

BEN holding history

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

BEN overviewAll 13F holders of BENFull Q2 2026 holdings

Shares (Q2 2026)
25,166
Value
$837.2K
% of portfolio
0.1%
Quarters held
8
Since Q3 2024
Holdings of BEN by ORG Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,166$837.2K0.1%+6,667+36.0%AddedHolders
Q1 202618,499$436.9K0.1%+2,156+13.2%AddedHolders
Q4 202516,343$390.4K0.1%+577+3.7%AddedHolders
Q3 202515,766$364.6K0.1%−7,017−30.8%ReducedHolders
Q2 202522,783$554.1K0.1%+15,065+195.2%AddedHolders
Q1 20257,718$149.0K<0.1%−2,329−23.2%ReducedHolders
Q4 202410,047$203.8K0.1%+3,747+59.5%AddedHolders
Q3 20246,300$126.9K<0.1%–No prior filingHolders