Current Market Value 439,754,833
Current Holdings 544
Most Recent File Date 2025-08-12
Total Filings on Record 20
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Founders Financial Alliance, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-12 2025-06-30 13F-HR 544 439,755
2025-05-12 2025-03-31 13F-HR 615 412,620
2025-02-07 2024-12-31 13F-HR 576 363,733
2024-11-01 2024-09-30 13F-HR 588 359,219
2024-08-26 2024-06-30 13F-HR 560 337,229
2024-05-14 2024-03-31 13F-HR 557 333,096
2024-02-09 2023-12-31 13F-HR 491 257,869
2023-11-13 2023-09-30 13F-HR 475 228,953
2023-08-11 2023-06-30 13F-HR 508 254,037
2023-05-15 2023-03-31 13F-HR 456 200,269
2023-02-15 2022-12-31 13F-HR 478 217,804
2022-11-14 2022-09-30 13F-HR 476 196,497
2022-08-15 2022-06-30 13F-HR 500 197,199
2022-05-12 2022-03-31 13F-HR 440 225,044
2022-02-14 2021-12-31 13F-HR 482 248,546
2021-11-15 2021-09-30 13F-HR 455 213,797
2021-08-02 2021-06-30 13F-HR 478 219,912
2021-05-14 2021-03-31 13F-HR 463 203,045
2021-02-04 2020-12-31 13F-HR 414 176,890
2020-11-13 2020-09-30 13F-HR 1426 167,419