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FOUNDERS FINANCIAL SECURITIES LLC: CGBL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FOUNDERS FINANCIAL SECURITIES LLC on CGBL, newest first. How the timeline and the estimate are built.

FOUNDERS FINANCIAL SECURITIES LLC held 279,066 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 279,066 shares
    Change vs previous 13F +544 shares

    0.54% of the 13F portfolio, value $10,593,345.

    13F-HR 0001062993-26-003942 filed by FOUNDERS FINANCIAL SECURITIES 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/A 278,522 shares
    Change vs previous 13F +46,387 shares

    0.56% of the 13F portfolio, value $9,971,088.

    13F-HR/A 0001062993-26-002032 filed by FOUNDERS FINANCIAL SECURITIES 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 232,135 shares
    Change vs previous 13F +45,069 shares

    0.48% of the 13F portfolio, value $8,201,330.

    13F-HR 0001062993-26-000731 filed by FOUNDERS FINANCIAL SECURITIES 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 187,066 shares
    Change vs previous 13F +4,901 shares

    0.44% of the 13F portfolio, value $6,494,932.

    13F-HR 0001062993-25-016074 filed by FOUNDERS FINANCIAL SECURITIES 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 182,165 shares
    Change vs previous 13F +19,492 shares

    0.46% of the 13F portfolio, value $6,091,598.

    13F-HR 0001062993-25-013688 filed by FOUNDERS FINANCIAL SECURITIES 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 162,673 shares
    Change vs previous 13F +48,084 shares

    0.43% of the 13F portfolio, value $5,021,716.

    13F-HR 0001062993-25-009067 filed by FOUNDERS FINANCIAL SECURITIES 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 114,589 shares
    Change vs previous 13F +12,338 shares

    0.32% of the 13F portfolio, value $3,583,198.

    13F-HR 0001062993-25-001925 filed by FOUNDERS FINANCIAL SECURITIES 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 102,251 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,174,894.

    13F-HR 0001062993-24-018843 filed by FOUNDERS FINANCIAL SECURITIES LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).