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Foundation Wealth Management, LLC\PA: IWB position timeline

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

Foundation Wealth Management, LLC\PA held 6,979 IWB 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 6,979 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $2,857,901.

    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 6,979 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $2,488,432.

    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 6,979 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $2,606,238.

    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 6,979 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $2,550,685.

    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 6,979 shares
    Change vs previous 13F +80 shares

    1.03% of the 13F portfolio, value $2,369,859.

    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 6,899 shares
    Change vs previous 13F 0 shares

    1.01% of the 13F portfolio, value $2,116,199.

    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 6,899 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,222,582.

    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).