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FOUNDERS FINANCIAL SECURITIES LLC: DOCT position timeline

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

FOUNDERS FINANCIAL SECURITIES LLC held 83,678 DOCT 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 83,678 shares
    Change vs previous 13F +9,294 shares

    0.2% of the 13F portfolio, value $3,906,089.

    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 74,384 shares
    Change vs previous 13F +12,098 shares

    0.19% of the 13F portfolio, value $3,311,583.

    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 62,286 shares
    Change vs previous 13F +5,318 shares

    0.16% of the 13F portfolio, value $2,758,647.

    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 56,968 shares
    Change vs previous 13F +16,728 shares

    0.17% of the 13F portfolio, value $2,461,194.

    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 40,240 shares
    Change vs previous 13F +3,128 shares

    0.13% of the 13F portfolio, value $1,652,584.

    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 37,112 shares
    Change vs previous 13F +21,400 shares

    0.12% of the 13F portfolio, value $1,416,469.

    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 15,712 shares
    Change vs previous 13F +7,581 shares

    0.06% of the 13F portfolio, value $618,581.

    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 8,131 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $317,350.

    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).