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Disclosery

Foundation Wealth Management, LLC: IBDU position timeline

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

Foundation Wealth Management, LLC held 32,213 IBDU 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 32,213 shares
    Change vs previous 13F +2,199 shares

    0.44% of the 13F portfolio, value $746,023.

    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 30,014 shares
    Change vs previous 13F +2,121 shares

    0.47% of the 13F portfolio, value $698,061.

    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 27,893 shares
    Change vs previous 13F +6,019 shares

    0.43% of the 13F portfolio, value $653,197.

    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 21,874 shares
    Change vs previous 13F +2,370 shares

    0.33% of the 13F portfolio, value $513,380.

    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 19,504 shares
    Change vs previous 13F +671 shares

    0.32% of the 13F portfolio, value $455,020.

    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 18,833 shares
    Change vs previous 13F +3,940 shares

    0.34% of the 13F portfolio, value $435,611.

    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 14,893 shares
    Change vs previous 13F +1,529 shares

    0.26% of the 13F portfolio, value $339,578.

    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 13,364 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $314,197.

    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).