Skip to content
Disclosery

Foundation Wealth Management, LLC\PA: DFIV position timeline

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

Foundation Wealth Management, LLC\PA held 23,632 DFIV 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 23,632 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,276,584.

    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 23,632 shares
    Change vs previous 13F -4,226 shares

    0.44% of the 13F portfolio, value $1,247,281.

    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 27,858 shares
    Change vs previous 13F -391 shares

    0.5% of the 13F portfolio, value $1,390,103.

    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 28,249 shares
    Change vs previous 13F +5 shares

    0.5% of the 13F portfolio, value $1,302,849.

    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 28,244 shares
    Change vs previous 13F +1,375 shares

    0.52% of the 13F portfolio, value $1,209,696.

    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 26,869 shares
    Change vs previous 13F -240 shares

    0.5% of the 13F portfolio, value $1,057,544.

    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 27,109 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $961,831.

    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).