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Disclosery

Foundation Wealth Management, LLC: IWO position timeline

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

Foundation Wealth Management, LLC held 17,660 IWO 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 17,660 shares
    Change vs previous 13F -446 shares

    4.11% of the 13F portfolio, value $6,956,113.

    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 18,106 shares
    Change vs previous 13F -332 shares

    3.84% of the 13F portfolio, value $5,681,308.

    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 18,438 shares
    Change vs previous 13F -702 shares

    3.93% of the 13F portfolio, value $5,970,034.

    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 19,140 shares
    Change vs previous 13F -860 shares

    3.91% of the 13F portfolio, value $6,124,938.

    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 20,000 shares
    Change vs previous 13F +3,597 shares

    3.98% of the 13F portfolio, value $5,716,313.

    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 16,403 shares
    Change vs previous 13F -257 shares

    3.28% of the 13F portfolio, value $4,190,395.

    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 16,660 shares
    Change vs previous 13F -820 shares

    3.72% of the 13F portfolio, value $4,794,361.

    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 17,480 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $4,964,471.

    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).