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FOUNDERS FINANCIAL SECURITIES LLC: JPIE position timeline

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

FOUNDERS FINANCIAL SECURITIES LLC held 205,467 JPIE 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 205,467 shares
    Change vs previous 13F +15,559 shares

    0.48% of the 13F portfolio, value $9,461,755.

    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 189,908 shares
    Change vs previous 13F +16,893 shares

    0.49% of the 13F portfolio, value $8,752,860.

    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 173,015 shares
    Change vs previous 13F +17,116 shares

    0.47% of the 13F portfolio, value $8,008,864.

    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 155,899 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $7,235,273.

    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).