Skip to content
Disclosery

Foundation Wealth Management, LLC: IJJ position timeline

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

Foundation Wealth Management, LLC held 56,830 IJJ 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 56,830 shares
    Change vs previous 13F +3,401 shares

    4.97% of the 13F portfolio, value $8,396,003.

    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 53,429 shares
    Change vs previous 13F +5,676 shares

    4.78% of the 13F portfolio, value $7,079,490.

    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 47,753 shares
    Change vs previous 13F -1,360 shares

    4.14% of the 13F portfolio, value $6,287,769.

    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 49,113 shares
    Change vs previous 13F +502 shares

    4.07% of the 13F portfolio, value $6,370,994.

    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 48,611 shares
    Change vs previous 13F +9,711 shares

    4.18% of the 13F portfolio, value $6,007,597.

    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 38,900 shares
    Change vs previous 13F -840 shares

    3.65% of the 13F portfolio, value $4,657,496.

    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 39,740 shares
    Change vs previous 13F -743 shares

    3.86% of the 13F portfolio, value $4,965,891.

    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 40,483 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $5,004,468.

    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).