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Founders Financial Alliance, LLC: SPY position timeline

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

Founders Financial Alliance, LLC held 15,535 SPY 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 15,535 shares
    Change vs previous 13F +4,743 shares

    1.54% of the 13F portfolio, value $11,601,057.

    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 10,792 shares
    Change vs previous 13F +310 shares

    1.26% of the 13F portfolio, value $7,018,723.

    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 10,482 shares
    Change vs previous 13F -125 shares

    1.35% of the 13F portfolio, value $7,148,101.

    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 10,607 shares
    Change vs previous 13F +103 shares

    1.33% of the 13F portfolio, value $7,066,315.

    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 10,504 shares
    Change vs previous 13F +504 shares

    1.48% of the 13F portfolio, value $6,489,535.

    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 10,000 shares
    Change vs previous 13F +1,272 shares

    1.36% of the 13F portfolio, value $5,594,171.

    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 8,728 shares
    Change vs previous 13F +46 shares

    1.41% of the 13F portfolio, value $5,115,166.

    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 8,682 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $4,981,442.

    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).