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FOUNDERS FINANCIAL SECURITIES LLC: IWM position timeline

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

FOUNDERS FINANCIAL SECURITIES LLC held 2,530 IWM 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 2,530 shares
    Change vs previous 13F +156 shares

    0.04% of the 13F portfolio, value $760,203.

    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 2,374 shares
    Change vs previous 13F -1,169 shares

    0.04% of the 13F portfolio, value $621,926.

    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 3,543 shares
    Change vs previous 13F +1,686 shares

    0.05% of the 13F portfolio, value $872,106.

    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 1,857 shares
    Change vs previous 13F -1,086 shares

    0.03% of the 13F portfolio, value $449,303.

    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 2,943 shares
    Change vs previous 13F +252 shares

    0.05% of the 13F portfolio, value $634,962.

    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 2,691 shares
    Change vs previous 13F +818 shares

    0.04% of the 13F portfolio, value $524,586.

    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 1,873 shares
    Change vs previous 13F +104 shares

    0.04% of the 13F portfolio, value $413,778.

    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 1,769 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $390,648.

    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).