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FOUNDERS FINANCIAL SECURITIES LLC: DFAE position timeline

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

FOUNDERS FINANCIAL SECURITIES LLC held 1,375,931 DFAE 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 1,375,931 shares
    Change vs previous 13F -20,843 shares

    2.83% of the 13F portfolio, value $55,326,186.

    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 1,396,774 shares
    Change vs previous 13F +50,107 shares

    2.83% of the 13F portfolio, value $50,102,283.

    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 1,346,667 shares
    Change vs previous 13F +592,243 shares

    2.58% of the 13F portfolio, value $43,860,930.

    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 754,424 shares
    Change vs previous 13F +55,111 shares

    1.62% of the 13F portfolio, value $23,786,989.

    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 699,313 shares
    Change vs previous 13F +22,952 shares

    1.54% of the 13F portfolio, value $20,245,109.

    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 676,361 shares
    Change vs previous 13F -17,694 shares

    1.48% of the 13F portfolio, value $17,483,927.

    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 694,055 shares
    Change vs previous 13F -27,974 shares

    1.59% of the 13F portfolio, value $17,608,175.

    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 722,029 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $19,790,815.

    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).