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FOUNDERS FINANCIAL SECURITIES LLC: JCPB position timeline

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

FOUNDERS FINANCIAL SECURITIES LLC held 589,566 JCPB 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 589,566 shares
    Change vs previous 13F +84,357 shares

    1.42% of the 13F portfolio, value $27,674,230.

    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 505,209 shares
    Change vs previous 13F +54,754 shares

    1.34% of the 13F portfolio, value $23,805,470.

    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 450,455 shares
    Change vs previous 13F +46,663 shares

    1.26% of the 13F portfolio, value $21,329,044.

    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 403,792 shares
    Change vs previous 13F +108,542 shares

    1.31% of the 13F portfolio, value $19,200,310.

    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 295,250 shares
    Change vs previous 13F -653 shares

    1.06% of the 13F portfolio, value $13,894,465.

    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 295,903 shares
    Change vs previous 13F +17,183 shares

    1.18% of the 13F portfolio, value $13,874,906.

    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 278,720 shares
    Change vs previous 13F -22,605 shares

    1.16% of the 13F portfolio, value $12,840,617.

    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 301,325 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $14,535,918.

    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).