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Foundation Wealth Management, LLC\PA: IVV position timeline

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

Foundation Wealth Management, LLC\PA held 23,813 IVV 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 23,813 shares
    Change vs previous 13F +3,808 shares

    5.38% of the 13F portfolio, value $17,833,568.

    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 20,005 shares
    Change vs previous 13F -124 shares

    4.61% of the 13F portfolio, value $13,067,774.

    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 20,129 shares
    Change vs previous 13F -232 shares

    5% of the 13F portfolio, value $13,786,853.

    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 20,361 shares
    Change vs previous 13F -296 shares

    5.28% of the 13F portfolio, value $13,627,926.

    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 20,657 shares
    Change vs previous 13F -30 shares

    5.55% of the 13F portfolio, value $12,825,931.

    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 20,687 shares
    Change vs previous 13F -794 shares

    5.53% of the 13F portfolio, value $11,624,025.

    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 21,481 shares
    Change vs previous 13F not available

    6.13% of the 13F portfolio, value $12,645,435.

    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).