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Foundation Wealth Management, LLC\PA: DFUV position timeline

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

Foundation Wealth Management, LLC\PA held 53,781 DFUV 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 53,781 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $2,958,520.

    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 53,781 shares
    Change vs previous 13F -567 shares

    0.92% of the 13F portfolio, value $2,606,251.

    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 54,348 shares
    Change vs previous 13F -745 shares

    0.92% of the 13F portfolio, value $2,532,087.

    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 55,093 shares
    Change vs previous 13F -1,855 shares

    0.95% of the 13F portfolio, value $2,462,108.

    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 56,948 shares
    Change vs previous 13F +17 shares

    1.04% of the 13F portfolio, value $2,407,750.

    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 56,931 shares
    Change vs previous 13F -383 shares

    1.12% of the 13F portfolio, value $2,346,139.

    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 57,314 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,345,301.

    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).