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FOUNDERS FINANCIAL SECURITIES LLC: FDVV position timeline

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

FOUNDERS FINANCIAL SECURITIES LLC held 21,801 FDVV 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 21,801 shares
    Change vs previous 13F +487 shares

    0.07% of the 13F portfolio, value $1,314,376.

    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 21,314 shares
    Change vs previous 13F +1,035 shares

    0.07% of the 13F portfolio, value $1,223,005.

    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 20,279 shares
    Change vs previous 13F +5,264 shares

    0.07% of the 13F portfolio, value $1,149,598.

    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 15,015 shares
    Change vs previous 13F +1,421 shares

    0.06% of the 13F portfolio, value $836,472.

    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 13,594 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $707,160.

    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).