Benson Wealth Management INC

SEC CIK: 0002109863
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

SPG holding history

Simon Property Group Inc. in every 13F filed by Benson Wealth Management INC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

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

Shares (Q2 2026): 20,448
Value: $4.57M
% of portfolio: 4.6%
Quarters held: 3; Since Q4 2025

Holdings of SPG by Benson Wealth Management INC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	20,448	$4.57M	4.6%	−1,645−7.4%	Reduced	Holders
Q1 2026	22,093	$4.12M	5.6%	−516−2.3%	Reduced	Holders
Q4 2025	22,609	$4.19M	4.7%	–	No prior filing	Holders