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Foundation Wealth Management, LLC\PA: IWF position timeline

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

Foundation Wealth Management, LLC\PA held 46,971 IWF 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 46,971 shares
    Change vs previous 13F +34,598 shares

    1.76% of the 13F portfolio, value $5,832,344.

    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 12,373 shares
    Change vs previous 13F -537 shares

    1.86% of the 13F portfolio, value $5,275,794.

    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 12,910 shares
    Change vs previous 13F -245 shares

    2.22% of the 13F portfolio, value $6,110,131.

    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 13,155 shares
    Change vs previous 13F -82 shares

    2.39% of the 13F portfolio, value $6,162,056.

    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 13,237 shares
    Change vs previous 13F -20 shares

    2.43% of the 13F portfolio, value $5,620,165.

    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 13,257 shares
    Change vs previous 13F -188 shares

    2.28% of the 13F portfolio, value $4,786,970.

    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 13,445 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $5,399,243.

    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).