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Foundation Wealth Management, LLC\PA: BSV position timeline

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

Foundation Wealth Management, LLC\PA held 95,085 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,085 shares
    Change vs previous 13F -1,819 shares

    2.24% of the 13F portfolio, value $7,408,068.

    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).

  2. period ended2026-03-31
    13F 96,904 shares
    Change vs previous 13F -1,302 shares

    2.68% of the 13F portfolio, value $7,598,217.

    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).

  3. period ended2025-12-31
    13F 98,206 shares
    Change vs previous 13F -816 shares

    2.81% of the 13F portfolio, value $7,739,627.

    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).

  4. period ended2025-09-30
    13F 99,022 shares
    Change vs previous 13F -4,717 shares

    3.03% of the 13F portfolio, value $7,813,845.

    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).

  5. period ended2025-06-30
    13F 103,739 shares
    Change vs previous 13F -780 shares

    3.53% of the 13F portfolio, value $8,164,295.

    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).

  6. period ended2025-03-31
    13F 104,519 shares
    Change vs previous 13F -998 shares

    3.89% of the 13F portfolio, value $8,181,754.

    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).

  7. period ended2024-12-31
    13F 105,517 shares
    Change vs previous 13F not available

    3.95% of the 13F portfolio, value $8,153,312.

    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).