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Disclosery

Foundation Wealth Management, LLC: IBDW position timeline

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

Foundation Wealth Management, LLC held 20,479 IBDW 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 20,479 shares
    Change vs previous 13F +2,795 shares

    0.25% of the 13F portfolio, value $426,793.

    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 17,684 shares
    Change vs previous 13F +3,399 shares

    0.25% of the 13F portfolio, value $370,138.

    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 14,285 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $302,246.

    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).