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Foundation Wealth Management, LLC\PA: DFAT position timeline

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

Foundation Wealth Management, LLC\PA held 22,543 DFAT 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 22,543 shares
    Change vs previous 13F -576 shares

    0.48% of the 13F portfolio, value $1,575,789.

    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 23,119 shares
    Change vs previous 13F +24 shares

    0.51% of the 13F portfolio, value $1,443,795.

    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 23,095 shares
    Change vs previous 13F -2,584 shares

    0.5% of the 13F portfolio, value $1,375,069.

    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 25,679 shares
    Change vs previous 13F -709 shares

    0.58% of the 13F portfolio, value $1,494,763.

    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 26,388 shares
    Change vs previous 13F -1,407 shares

    0.62% of the 13F portfolio, value $1,423,896.

    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 27,795 shares
    Change vs previous 13F +4,069 shares

    0.68% of the 13F portfolio, value $1,431,165.

    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 23,726 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,320,589.

    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).