Skip to content
Disclosery

Foundation Wealth Management, LLC: IBDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundation Wealth Management, LLC on IBDT, newest first. How the timeline and the estimate are built.

Foundation Wealth Management, LLC held 78,232 IBDT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,232 shares
    Change vs previous 13F +2,031 shares

    1.17% of the 13F portfolio, value $1,975,356.

    13F-HR 0001172661-26-002946 filed by Foundation Wealth Management, 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 76,201 shares
    Change vs previous 13F +3,844 shares

    1.3% of the 13F portfolio, value $1,930,161.

    13F-HR 0001172661-26-001593 filed by Foundation Wealth Management, 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 72,357 shares
    Change vs previous 13F +7,149 shares

    1.21% of the 13F portfolio, value $1,842,566.

    13F-HR 0001172661-26-000315 filed by Foundation Wealth Management, 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 65,208 shares
    Change vs previous 13F +2,773 shares

    1.06% of the 13F portfolio, value $1,664,116.

    13F-HR 0001172661-25-004443 filed by Foundation Wealth Management, 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 62,435 shares
    Change vs previous 13F +19 shares

    1.11% of the 13F portfolio, value $1,587,138.

    13F-HR 0001172661-25-002683 filed by Foundation Wealth Management, 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 62,416 shares
    Change vs previous 13F +3,400 shares

    1.23% of the 13F portfolio, value $1,576,657.

    13F-HR 0001172661-25-001527 filed by Foundation Wealth Management, 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 59,016 shares
    Change vs previous 13F +1,398 shares

    1.14% of the 13F portfolio, value $1,469,533.

    13F-HR 0001172661-25-000559 filed by Foundation Wealth Management, 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 57,618 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,471,031.

    13F-HR 0001172661-24-004389 filed by Foundation Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).