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Foundation Wealth Management, LLC\PA: DFIC position timeline

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

Foundation Wealth Management, LLC\PA held 108,608 DFIC 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 108,608 shares
    Change vs previous 13F +150 shares

    1.22% of the 13F portfolio, value $4,046,752.

    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 108,458 shares
    Change vs previous 13F -4,978 shares

    1.36% of the 13F portfolio, value $3,853,526.

    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 113,436 shares
    Change vs previous 13F -6,140 shares

    1.42% of the 13F portfolio, value $3,908,996.

    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 119,576 shares
    Change vs previous 13F -22,905 shares

    1.52% of the 13F portfolio, value $3,920,882.

    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 142,481 shares
    Change vs previous 13F -13,604 shares

    1.92% of the 13F portfolio, value $4,429,748.

    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 156,085 shares
    Change vs previous 13F -10,584 shares

    2.06% of the 13F portfolio, value $4,334,483.

    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 166,669 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $4,307,549.

    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).