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Foundation Wealth Management, LLC\PA: DFSD position timeline

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

Foundation Wealth Management, LLC\PA held 45,153 DFSD 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 45,153 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $2,156,056.

    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 45,153 shares
    Change vs previous 13F -7,590 shares

    0.76% of the 13F portfolio, value $2,161,926.

    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 52,743 shares
    Change vs previous 13F -4,990 shares

    0.92% of the 13F portfolio, value $2,529,027.

    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 57,733 shares
    Change vs previous 13F -470 shares

    1.08% of the 13F portfolio, value $2,782,153.

    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 58,203 shares
    Change vs previous 13F 0 shares

    1.21% of the 13F portfolio, value $2,794,326.

    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 58,203 shares
    Change vs previous 13F -10,428 shares

    1.32% of the 13F portfolio, value $2,765,807.

    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 68,631 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $3,217,421.

    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).