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Disclosery

Foundation Wealth Management, LLC: IWN position timeline

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

Foundation Wealth Management, LLC held 35,378 IWN 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 35,378 shares
    Change vs previous 13F -1,594 shares

    4.63% of the 13F portfolio, value $7,825,774.

    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 36,972 shares
    Change vs previous 13F -351 shares

    4.74% of the 13F portfolio, value $7,009,638.

    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 37,323 shares
    Change vs previous 13F -948 shares

    4.46% of the 13F portfolio, value $6,771,437.

    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 38,271 shares
    Change vs previous 13F +10,803 shares

    4.32% of the 13F portfolio, value $6,767,034.

    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 27,468 shares
    Change vs previous 13F +5,199 shares

    3.02% of the 13F portfolio, value $4,333,389.

    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 22,269 shares
    Change vs previous 13F +105 shares

    2.63% of the 13F portfolio, value $3,362,050.

    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 22,164 shares
    Change vs previous 13F -383 shares

    2.82% of the 13F portfolio, value $3,638,118.

    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 22,547 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $3,761,003.

    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).