Founders Financial Securities LLC

SEC CIK: 0001342396
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

HTD holding history

John Hancock Tax-Advantaged Dividend Income Fund in every 13F filed by Founders Financial Securities LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HTD overview All 13F holders of HTD Full Q2 2026 holdings

Shares (Q2 2026): 18,665
Value: $475.8K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of HTD by Founders Financial Securities LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,665	$475.8K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	18,665	$480.1K	<0.1%	−250−1.3%	Reduced	Holders
Q4 2025	18,915	$447.5K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	18,915	$469.1K	<0.1%	00.0%	Unchanged	Holders
Q2 2025	18,915	$442.4K	<0.1%	00.0%	Unchanged	Holders
Q1 2025	18,915	$428.2K	<0.1%	−2,300−10.8%	Reduced	Holders
Q4 2024	21,215	$467.2K	<0.1%	−10,463−33.0%	Reduced	Holders
Q3 2024	31,678	$735.6K	0.1%	−17,272−35.3%	Reduced	Holders
Q2 2024	48,950	$989.3K	0.1%	−31,025−38.8%	Reduced	Holders
Q1 2024	79,975	$1.57M	0.2%	−15,095−15.9%	Reduced	Holders
Q4 2023	95,070	$1.80M	0.2%	−300−0.3%	Reduced	Holders
Q3 2023	95,370	$1.69M	0.2%	−513−0.5%	Reduced	Holders
Q2 2023	95,883	$1.96M	0.3%	−220−0.2%	Reduced	Holders
Q1 2023	96,103	$2.05M	0.3%	+1,630+1.7%	Added	Holders
Q4 2022	94,473	$2.16M	0.3%	−350−0.4%	Reduced	Holders
Q3 2022	94,823	$1.99M	0.4%	+4,773+5.3%	Added	Holders
Q2 2022	90,050	$2.07M	0.4%	−5,285−5.5%	Reduced	Holders
Q1 2022	95,335	$2.44M	0.4%	−4,189−4.2%	Reduced	Holders
Q4 2021	99,524	$2.60M	0.5%	−8,638−8.0%	Reduced	Holders
Q3 2021	108,162	$2.48M	0.5%	−8,408−7.2%	Reduced	Holders
Q2 2021	116,570	$2.90M	0.6%	−3,475−2.9%	Reduced	Holders
Q1 2021	120,045	$2.82M	0.6%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.