Skip to content
Disclosery

Foundation Wealth Management, LLC\PA: IJR position timeline

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

Foundation Wealth Management, LLC\PA held 13,982 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,982 shares
    Change vs previous 13F -2,830 shares

    0.63% of the 13F portfolio, value $1,902,111.

    13F-HR 0001754960-26-000872 filed by Foundation Wealth Management, LLC\PA
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,812 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $2,493,388.

    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).

  3. period ended2026-03-31
    13F 16,812 shares
    Change vs previous 13F -1,858 shares

    0.74% of the 13F portfolio, value $2,089,900.

    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).

  4. period ended2025-12-31
    13F 18,670 shares
    Change vs previous 13F -2,787 shares

    0.81% of the 13F portfolio, value $2,243,761.

    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).

  5. period ended2025-09-30
    13F 21,457 shares
    Change vs previous 13F -1,752 shares

    0.99% of the 13F portfolio, value $2,549,735.

    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).

  6. period ended2025-06-30
    13F 23,209 shares
    Change vs previous 13F -1,750 shares

    1.1% of the 13F portfolio, value $2,536,512.

    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).

  7. period ended2025-03-31
    13F 24,959 shares
    Change vs previous 13F -153 shares

    1.24% of the 13F portfolio, value $2,609,963.

    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).

  8. period ended2024-12-31
    13F 25,112 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $2,893,405.

    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).