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Foundation Wealth Management, LLC\PA: DFSV position timeline

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

Foundation Wealth Management, LLC\PA held 502,590 DFSV 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 502,590 shares
    Change vs previous 13F +39,152 shares

    5.88% of the 13F portfolio, value $19,495,461.

    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 463,438 shares
    Change vs previous 13F +63,401 shares

    5.73% of the 13F portfolio, value $16,238,854.

    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 400,037 shares
    Change vs previous 13F +66,375 shares

    4.77% of the 13F portfolio, value $13,157,208.

    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 333,662 shares
    Change vs previous 13F +74,192 shares

    4.11% of the 13F portfolio, value $10,623,810.

    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 259,470 shares
    Change vs previous 13F +50,685 shares

    3.3% of the 13F portfolio, value $7,636,209.

    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 208,785 shares
    Change vs previous 13F +39,334 shares

    2.8% of the 13F portfolio, value $5,877,286.

    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 169,451 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $5,215,705.

    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).