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Founders Financial Alliance, LLC: ORC position timeline

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

Founders Financial Alliance, LLC held 154,273 ORC 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 154,273 shares
    Change vs previous 13F -4,887 shares

    0.14% of the 13F portfolio, value $1,075,281.

    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 159,160 shares
    Change vs previous 13F -8,280 shares

    0.2% of the 13F portfolio, value $1,118,898.

    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 167,440 shares
    Change vs previous 13F -98 shares

    0.23% of the 13F portfolio, value $1,205,569.

    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 167,538 shares
    Change vs previous 13F +14,717 shares

    0.22% of the 13F portfolio, value $1,174,441.

    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 152,821 shares
    Change vs previous 13F -2,106 shares

    0.24% of the 13F portfolio, value $1,071,274.

    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 154,927 shares
    Change vs previous 13F +15,364 shares

    0.28% of the 13F portfolio, value $1,165,050.

    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 139,563 shares
    Change vs previous 13F +11,649 shares

    0.3% of the 13F portfolio, value $1,085,805.

    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 127,914 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,051,451.

    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).