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Founders Financial Alliance, LLC: XLF position timeline

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

Founders Financial Alliance, LLC held 37,952 XLF 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 37,952 shares
    Change vs previous 13F -570 shares

    0.27% of the 13F portfolio, value $2,034,599.

    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 38,522 shares
    Change vs previous 13F -208 shares

    0.34% of the 13F portfolio, value $1,901,838.

    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 38,730 shares
    Change vs previous 13F +446 shares

    0.4% of the 13F portfolio, value $2,121,273.

    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 38,284 shares
    Change vs previous 13F -4,773 shares

    0.39% of the 13F portfolio, value $2,062,337.

    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 43,057 shares
    Change vs previous 13F +686 shares

    0.51% of the 13F portfolio, value $2,254,884.

    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 42,371 shares
    Change vs previous 13F +19,754 shares

    0.51% of the 13F portfolio, value $2,110,542.

    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 22,617 shares
    Change vs previous 13F -1,277 shares

    0.3% of the 13F portfolio, value $1,093,070.

    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 23,894 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,082,878.

    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).