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Foundation Wealth Management, LLC\PA: DFEM position timeline

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

Foundation Wealth Management, LLC\PA held 378,142 DFEM 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 378,142 shares
    Change vs previous 13F +23,517 shares

    4.64% of the 13F portfolio, value $15,367,678.

    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 354,625 shares
    Change vs previous 13F +29,440 shares

    4.32% of the 13F portfolio, value $12,252,297.

    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 325,185 shares
    Change vs previous 13F +23,825 shares

    3.9% of the 13F portfolio, value $10,757,125.

    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 301,360 shares
    Change vs previous 13F +43,328 shares

    3.74% of the 13F portfolio, value $9,664,603.

    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 258,032 shares
    Change vs previous 13F +18,918 shares

    3.31% of the 13F portfolio, value $7,658,386.

    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 239,114 shares
    Change vs previous 13F +13,310 shares

    3.01% of the 13F portfolio, value $6,326,968.

    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 225,804 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $5,913,816.

    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).