FOUNDERS FINANCIAL SECURITIES LLC: IWY position timeline

FOUNDERS FINANCIAL SECURITIES LLC held 744 IWY 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 744 shares

   Change vs previous 13F -117 shares

   0.01% of the 13F portfolio, value $216,181.

   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).

2. period ended2026-03-31

   13F/A 861 shares

   Change vs previous 13F -2,634 shares

   0.01% of the 13F portfolio, value $223,799.

   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).

3. period ended2025-12-31

   13F 3,495 shares

   Change vs previous 13F +3,495 shares

   0.06% of the 13F portfolio, value $967,851.

   13F-HR 0001062993-26-000731 filed by FOUNDERS FINANCIAL SECURITIES LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -3,848 shares

   13F-HR 0001062993-25-009067 filed by FOUNDERS FINANCIAL SECURITIES LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-12-31

   13F 3,848 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $905,242.

   13F-HR 0001062993-25-001925 filed by FOUNDERS FINANCIAL SECURITIES LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).