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Disclosery

FOUNDERS FINANCIAL SECURITIES LLC: XLB position timeline

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

FOUNDERS FINANCIAL SECURITIES LLC held 70,512 XLB 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 70,512 shares
    Change vs previous 13F -46,007 shares

    0.18% of the 13F portfolio, value $3,584,125.

    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 116,519 shares
    Change vs previous 13F +84,300 shares

    0.34% of the 13F portfolio, value $6,020,537.

    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 32,219 shares
    Change vs previous 13F +32,219 shares

    0.09% of the 13F portfolio, value $1,461,110.

    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 0 shares
    Change vs previous 13F -9,751 shares

    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).

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

  5. period ended2025-06-30
    13F 9,751 shares
    Change vs previous 13F +187 shares

    0.07% of the 13F portfolio, value $856,256.

    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 9,564 shares
    Change vs previous 13F +9,564 shares

    0.07% of the 13F portfolio, value $791,623.

    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 0 shares
    Change vs previous 13F -3,836 shares

    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).

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

  8. period ended2024-09-30
    13F 3,836 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $369,714.

    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).