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Foundation Wealth Management, LLC\PA: IWM position timeline

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

Foundation Wealth Management, LLC\PA held 8,747 IWM 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 8,747 shares
    Change vs previous 13F +65 shares

    0.79% of the 13F portfolio, value $2,628,180.

    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 8,682 shares
    Change vs previous 13F -568 shares

    0.76% of the 13F portfolio, value $2,153,237.

    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 9,250 shares
    Change vs previous 13F -418 shares

    0.83% of the 13F portfolio, value $2,277,068.

    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 9,668 shares
    Change vs previous 13F -834 shares

    0.91% of the 13F portfolio, value $2,339,332.

    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 10,502 shares
    Change vs previous 13F -31 shares

    0.98% of the 13F portfolio, value $2,266,265.

    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 10,533 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $2,101,247.

    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 10,533 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,327,378.

    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).