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FOUNDERS FINANCIAL SECURITIES LLC: USMV position timeline

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

FOUNDERS FINANCIAL SECURITIES LLC held 152,510 USMV 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 152,510 shares
    Change vs previous 13F +2,025 shares

    0.75% of the 13F portfolio, value $14,711,115.

    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 150,485 shares
    Change vs previous 13F -31,283 shares

    0.8% of the 13F portfolio, value $14,124,522.

    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 181,768 shares
    Change vs previous 13F +8,365 shares

    1.01% of the 13F portfolio, value $17,115,275.

    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 173,403 shares
    Change vs previous 13F +6,603 shares

    1.12% of the 13F portfolio, value $16,497,561.

    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 166,800 shares
    Change vs previous 13F +64,115 shares

    1.19% of the 13F portfolio, value $15,657,516.

    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 102,685 shares
    Change vs previous 13F -361 shares

    0.79% of the 13F portfolio, value $9,359,738.

    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 103,046 shares
    Change vs previous 13F -39,870 shares

    0.83% of the 13F portfolio, value $9,149,454.

    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 142,916 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $13,049,660.

    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).