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Disclosery

Foundation Wealth Management, LLC\PA: DFEV position timeline

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

Foundation Wealth Management, LLC\PA held 10,101 DFEV 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 10,101 shares
    Change vs previous 13F -4,853 shares

    0.13% of the 13F portfolio, value $430,980.

    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 14,954 shares
    Change vs previous 13F -10,197 shares

    0.19% of the 13F portfolio, value $535,050.

    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 25,151 shares
    Change vs previous 13F -4,812 shares

    0.31% of the 13F portfolio, value $848,587.

    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 29,963 shares
    Change vs previous 13F -5,981 shares

    0.37% of the 13F portfolio, value $955,528.

    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 35,944 shares
    Change vs previous 13F -8,942 shares

    0.47% of the 13F portfolio, value $1,077,953.

    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 44,886 shares
    Change vs previous 13F -517 shares

    0.58% of the 13F portfolio, value $1,214,168.

    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 45,403 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,190,025.

    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).