L.K. Benson & Company, P.C.
All 13F Filings
- Location
- Timonium, MD
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 336,687
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/23/2026 | 118 | 336,687 | 13F-HR | L.K. Benson & Company, P.C. |
| Q2 2026 | 7/24/2026 | 115 | 331,523 | 13F-HR | L.K. Benson & Company, P.C. |
| Q1 2026 | 4/20/2026 | 113 | 302,497 | 13F-HR | L.K. Benson & Company, P.C. |
| Q4 2025 | 2/6/2026 | 112 | 199,273 | 13F-HR | L.K. Benson & Company, P.C. |
| Q3 2025 | 11/5/2025 | 106 | 185,524 | 13F-HR | L.K. Benson & Company, P.C. |
| Q2 2025 | 7/23/2025 | 99 | 162,820 | 13F-HR | L.K. Benson & Company, P.C. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 174.4 K | 51.8% | 0 | 3.102 K | -3.102 K |
| ETFs | 159.6 K | 47.4% | 7.606 K | 0 | 7.606 K |
| Debt | 2.771 K | 0.8% | 657 | 0 | 657 |
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Fund Snapshot
Q3 2026
Latest filed
10/23/2026
Total value ($000)
336,687
Holdings
118
QoQ value change ($000)
5,164
(1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.