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Disclosery

Founders Financial Alliance, LLC: IWD position timeline

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

Founders Financial Alliance, LLC held 11,436 IWD 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 11,436 shares
    Change vs previous 13F -48 shares

    0.37% of the 13F portfolio, value $2,772,261.

    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 11,484 shares
    Change vs previous 13F +490 shares

    0.44% of the 13F portfolio, value $2,453,869.

    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 10,994 shares
    Change vs previous 13F -762 shares

    0.44% of the 13F portfolio, value $2,312,378.

    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 11,756 shares
    Change vs previous 13F -1,002 shares

    0.45% of the 13F portfolio, value $2,393,377.

    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 12,758 shares
    Change vs previous 13F -763 shares

    0.56% of the 13F portfolio, value $2,477,955.

    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 13,521 shares
    Change vs previous 13F -625 shares

    0.62% of the 13F portfolio, value $2,543,963.

    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 14,146 shares
    Change vs previous 13F -30 shares

    0.72% of the 13F portfolio, value $2,618,843.

    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 14,176 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,690,559.

    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).