FOUNDERS FINANCIAL SECURITIES LLC: IVVM position timeline

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

FOUNDERS FINANCIAL SECURITIES LLC held 437,284 IVVM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

period ended2026-06-30
13F 437,284 shares
Change vs previous 13F -1,081 shares
0.83% of the 13F portfolio, value $16,158,957.
13F-HR 0001062993-26-003942 filed by FOUNDERS FINANCIAL SECURITIES LLC
Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F/A 438,365 shares
Change vs previous 13F not available
0.87% of the 13F portfolio, value $15,355,926.
13F-HR/A 0001062993-26-002032 filed by FOUNDERS FINANCIAL SECURITIES LLC
Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).