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Foundation Wealth Management, LLC\PA: EFA position timeline

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

Foundation Wealth Management, LLC\PA held 90,900 EFA 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 90,900 shares
    Change vs previous 13F +11,237 shares

    2.85% of the 13F portfolio, value $9,442,675.

    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 79,663 shares
    Change vs previous 13F -1,027 shares

    2.73% of the 13F portfolio, value $7,737,693.

    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 80,690 shares
    Change vs previous 13F +966 shares

    2.81% of the 13F portfolio, value $7,748,686.

    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 79,724 shares
    Change vs previous 13F -1,474 shares

    2.88% of the 13F portfolio, value $7,443,861.

    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 81,198 shares
    Change vs previous 13F -635 shares

    3.14% of the 13F portfolio, value $7,258,319.

    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 81,833 shares
    Change vs previous 13F -2,820 shares

    3.18% of the 13F portfolio, value $6,688,232.

    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 84,653 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $6,400,633.

    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).