CONSULTIVA WEALTH MANAGEMENT, CORP.
Position in BEN — Franklin Resources Inc
CIK 1845849
SAN JUAN, PR
Position in BEN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$84,971
+$53,462 QoQ
Shares Held
2,554
+91.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#508
of 662 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $133,959 across 4 Asset Management names. BEN ranks #1 (63.4% of the industry book) .
All Filings in BEN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,971 | 2,554 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $31,509 | 1,334 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $31,439 | 1,316 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $30,045 | 1,299 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,599 | 1,283 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,912 | 463 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,231 | 455 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $9,047 | 449 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,901 | 443 | Shares | Sole | 2024-08-14 | |
| 2023-06-30 | $9,455 | 354 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||