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FOUNDERS FINANCIAL SECURITIES LLC: CRM position timeline

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

FOUNDERS FINANCIAL SECURITIES LLC held 0 CRM shares at 2026-03-31 per its 13F-HR/A filed 2026-04-17.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 0 shares
    Change vs previous 13F -3,438 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 3,438 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $910,635.

    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).

  3. period ended2025-09-30
    13F 3,438 shares
    Change vs previous 13F -1,475 shares

    0.06% of the 13F portfolio, value $814,910.

    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).

  4. period ended2025-06-30
    13F 4,913 shares
    Change vs previous 13F -313 shares

    0.1% of the 13F portfolio, value $1,339,824.

    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).

  5. period ended2025-03-31
    13F 5,226 shares
    Change vs previous 13F +977 shares

    0.12% of the 13F portfolio, value $1,388,234.

    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).

  6. period ended2024-12-31
    13F 4,249 shares
    Change vs previous 13F +601 shares

    0.13% of the 13F portfolio, value $1,420,640.

    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).

  7. period ended2024-09-30
    13F 3,648 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $998,534.

    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).