Skip to content
Disclosery

Founders Financial Alliance, LLC: XLE position timeline

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

Founders Financial Alliance, LLC held 6,512 XLE 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 6,512 shares
    Change vs previous 13F -1,022 shares

    0.05% of the 13F portfolio, value $345,878.

    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 7,534 shares
    Change vs previous 13F +556 shares

    0.08% of the 13F portfolio, value $461,553.

    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 6,978 shares
    Change vs previous 13F -25,831 shares

    0.06% of the 13F portfolio, value $311,985.

    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 32,809 shares
    Change vs previous 13F -5,183 shares

    0.55% of the 13F portfolio, value $2,931,163.

    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 37,992 shares
    Change vs previous 13F -33,305 shares

    0.73% of the 13F portfolio, value $3,222,118.

    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 71,297 shares
    Change vs previous 13F -1,979 shares

    1.61% of the 13F portfolio, value $6,662,721.

    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 73,276 shares
    Change vs previous 13F -9,373 shares

    1.73% of the 13F portfolio, value $6,276,800.

    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 82,649 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $7,256,612.

    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).