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Disclosery

Foundation Wealth Management, LLC: IYE position timeline

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

Foundation Wealth Management, LLC held 25,534 IYE 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 25,534 shares
    Change vs previous 13F -1,982 shares

    0.85% of the 13F portfolio, value $1,445,153.

    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 27,516 shares
    Change vs previous 13F -329 shares

    1.2% of the 13F portfolio, value $1,782,392.

    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 27,845 shares
    Change vs previous 13F -1,226 shares

    0.87% of the 13F portfolio, value $1,324,611.

    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 29,071 shares
    Change vs previous 13F -362 shares

    0.88% of the 13F portfolio, value $1,381,570.

    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 29,433 shares
    Change vs previous 13F +4,779 shares

    0.93% of the 13F portfolio, value $1,330,916.

    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 24,654 shares
    Change vs previous 13F +241 shares

    0.95% of the 13F portfolio, value $1,215,455.

    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 24,413 shares
    Change vs previous 13F -576 shares

    0.86% of the 13F portfolio, value $1,112,483.

    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 24,989 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,157,967.

    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).