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FOUNDERS FINANCIAL SECURITIES LLC: FSEP position timeline

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

FOUNDERS FINANCIAL SECURITIES LLC held 30,388 FSEP 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 30,388 shares
    Change vs previous 13F +1,633 shares

    0.09% of the 13F portfolio, value $1,673,771.

    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 28,755 shares
    Change vs previous 13F +2,469 shares

    0.08% of the 13F portfolio, value $1,490,553.

    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 26,286 shares
    Change vs previous 13F +3,021 shares

    0.08% of the 13F portfolio, value $1,355,306.

    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 23,265 shares
    Change vs previous 13F +4,605 shares

    0.08% of the 13F portfolio, value $1,175,813.

    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 18,660 shares
    Change vs previous 13F +1,508 shares

    0.07% of the 13F portfolio, value $895,839.

    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 17,152 shares
    Change vs previous 13F +5,280 shares

    0.06% of the 13F portfolio, value $758,976.

    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 11,872 shares
    Change vs previous 13F +4,687 shares

    0.05% of the 13F portfolio, value $542,499.

    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 7,185 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $322,894.

    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).