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Disclosery

Foundation Wealth Management, LLC: IVW position timeline

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

Foundation Wealth Management, LLC held 336,974 IVW 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 336,974 shares
    Change vs previous 13F -1,185 shares

    27.41% of the 13F portfolio, value $46,342,665.

    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 338,159 shares
    Change vs previous 13F +1,796 shares

    25.84% of the 13F portfolio, value $38,248,709.

    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 336,363 shares
    Change vs previous 13F -17,460 shares

    27.31% of the 13F portfolio, value $41,500,381.

    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 353,823 shares
    Change vs previous 13F -9,630 shares

    27.3% of the 13F portfolio, value $42,713,452.

    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 363,453 shares
    Change vs previous 13F +4,248 shares

    27.87% of the 13F portfolio, value $40,014,991.

    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 359,205 shares
    Change vs previous 13F -4,747 shares

    26.12% of the 13F portfolio, value $33,345,103.

    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 363,952 shares
    Change vs previous 13F -7,228 shares

    28.69% of the 13F portfolio, value $36,952,360.

    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 371,180 shares
    Change vs previous 13F not available

    26.96% of the 13F portfolio, value $35,540,401.

    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).