Skip to content
Disclosery

FOUNDERS FINANCIAL SECURITIES LLC: CGDV position timeline

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

FOUNDERS FINANCIAL SECURITIES LLC held 325,357 CGDV 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 325,357 shares
    Change vs previous 13F +6,733 shares

    0.82% of the 13F portfolio, value $16,033,593.

    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 318,624 shares
    Change vs previous 13F +53,790 shares

    0.8% of the 13F portfolio, value $14,236,120.

    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 264,834 shares
    Change vs previous 13F +43,342 shares

    0.68% of the 13F portfolio, value $11,557,358.

    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 221,492 shares
    Change vs previous 13F +12,084 shares

    0.63% of the 13F portfolio, value $9,309,309.

    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 209,408 shares
    Change vs previous 13F +38,930 shares

    0.63% of the 13F portfolio, value $8,269,522.

    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 170,478 shares
    Change vs previous 13F +45,246 shares

    0.5% of the 13F portfolio, value $5,932,634.

    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 125,232 shares
    Change vs previous 13F +15,059 shares

    0.4% of the 13F portfolio, value $4,415,680.

    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 110,173 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $4,014,704.

    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).