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Disclosery

Foundation Wealth Management, LLC: REET position timeline

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

Foundation Wealth Management, LLC held 41,619 REET 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 41,619 shares
    Change vs previous 13F -6,634 shares

    0.68% of the 13F portfolio, value $1,149,450.

    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 48,253 shares
    Change vs previous 13F +193 shares

    0.82% of the 13F portfolio, value $1,213,492.

    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 48,060 shares
    Change vs previous 13F -1,548 shares

    0.79% of the 13F portfolio, value $1,199,827.

    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 49,608 shares
    Change vs previous 13F +823 shares

    0.81% of the 13F portfolio, value $1,267,935.

    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 48,785 shares
    Change vs previous 13F -788 shares

    0.84% of the 13F portfolio, value $1,204,929.

    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 49,573 shares
    Change vs previous 13F +356 shares

    0.94% of the 13F portfolio, value $1,202,562.

    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 49,217 shares
    Change vs previous 13F -3,322 shares

    0.92% of the 13F portfolio, value $1,179,707.

    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 52,539 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,402,238.

    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).