Foundation Wealth Management, LLC: IEFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundation Wealth Management, LLC on IEFA, newest first. How the timeline and the estimate are built.
Foundation Wealth Management, LLC held 2,730 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 2,730 sharesChange vs previous 13F +43 shares
0.16% of the 13F portfolio, value $263,685.
13F-HR 0001172661-26-002946 filed by Foundation Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,687 sharesChange vs previous 13F +1 shares
0.16% of the 13F portfolio, value $243,245.
13F-HR 0001172661-26-001593 filed by Foundation Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,686 sharesChange vs previous 13F +50 shares
0.16% of the 13F portfolio, value $240,370.
13F-HR 0001172661-26-000315 filed by Foundation Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,636 sharesChange vs previous 13F -466 shares
0.15% of the 13F portfolio, value $230,143.
13F-HR 0001172661-25-004443 filed by Foundation Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,102 sharesChange vs previous 13F +55 shares
0.18% of the 13F portfolio, value $258,953.
13F-HR 0001172661-25-002683 filed by Foundation Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,047 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $230,506.
13F-HR 0001172661-25-001527 filed by Foundation Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,047 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $214,143.
13F-HR 0001172661-25-000559 filed by Foundation Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,047 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $237,818.
13F-HR 0001172661-24-004389 filed by Foundation Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).