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Disclosery

Founders Financial Alliance, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Founders Financial Alliance, LLC on IVV, newest first. How the timeline and the estimate are built.

Founders Financial Alliance, LLC held 39,635 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,635 shares
    Change vs previous 13F +26,225 shares

    3.93% of the 13F portfolio, value $29,682,321.

    13F-HR 0001398344-26-013459 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,410 shares
    Change vs previous 13F -334 shares

    1.58% of the 13F portfolio, value $8,759,496.

    13F-HR 0001398344-26-008920 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,744 shares
    Change vs previous 13F -606 shares

    1.78% of the 13F portfolio, value $9,413,348.

    13F-HR 0001398344-26-002808 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,350 shares
    Change vs previous 13F +3,199 shares

    1.81% of the 13F portfolio, value $9,604,949.

    13F-HR 0001398344-25-020494 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,151 shares
    Change vs previous 13F +139 shares

    1.57% of the 13F portfolio, value $6,923,642.

    13F-HR 0001398344-25-015014 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,012 shares
    Change vs previous 13F +6,783 shares

    1.5% of the 13F portfolio, value $6,187,658.

    13F-HR 0001398344-25-009151 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,229 shares
    Change vs previous 13F +373 shares

    0.68% of the 13F portfolio, value $2,489,632.

    13F-HR 0001398344-25-002203 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,856 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,224,193.

    13F-HR 0001398344-24-019768 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).