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Disclosery

Founders Financial Alliance, LLC: PM position timeline

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

Founders Financial Alliance, LLC held 20,668 PM 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 20,668 shares
    Change vs previous 13F +377 shares

    0.5% of the 13F portfolio, value $3,739,029.

    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 20,291 shares
    Change vs previous 13F -939 shares

    0.6% of the 13F portfolio, value $3,354,821.

    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 21,230 shares
    Change vs previous 13F -559 shares

    0.64% of the 13F portfolio, value $3,405,406.

    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 21,789 shares
    Change vs previous 13F +118 shares

    0.67% of the 13F portfolio, value $3,534,126.

    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 21,671 shares
    Change vs previous 13F -9 shares

    0.9% of the 13F portfolio, value $3,947,047.

    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 21,680 shares
    Change vs previous 13F +451 shares

    0.83% of the 13F portfolio, value $3,441,128.

    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 21,229 shares
    Change vs previous 13F -81 shares

    0.7% of the 13F portfolio, value $2,554,892.

    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 21,310 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,587,057.

    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).