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Foundation Wealth Management, LLC\PA: AJG position timeline

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

Foundation Wealth Management, LLC\PA held 2,169 AJG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,169 shares
    Change vs previous 13F +4 shares

    0.17% of the 13F portfolio, value $494,771.

    13F-HR 0001754960-26-000872 filed by Foundation Wealth Management, LLC\PA
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,165 shares
    Change vs previous 13F -112 shares

    0.15% of the 13F portfolio, value $497,019.

    13F-HR 0001754960-26-000577 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,277 shares
    Change vs previous 13F +6 shares

    0.17% of the 13F portfolio, value $493,153.

    13F-HR 0001754960-26-000300 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 2,271 shares
    Change vs previous 13F -49 shares

    0.21% of the 13F portfolio, value $587,712.

    13F-HR 0001754960-26-000072 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 2,320 shares
    Change vs previous 13F -66 shares

    0.28% of the 13F portfolio, value $718,597.

    13F-HR 0001754960-25-000699 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 2,386 shares
    Change vs previous 13F +2 shares

    0.33% of the 13F portfolio, value $763,806.

    13F-HR 0001754960-25-000557 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 2,384 shares
    Change vs previous 13F -156 shares

    0.39% of the 13F portfolio, value $823,052.

    13F-HR 0001085146-25-002255 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 2,540 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $720,979.

    13F-HR 0001085146-25-001032 filed by Foundation Wealth Management, LLC\PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).