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Foundation Wealth Management, LLC\PA: IWN position timeline

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

Foundation Wealth Management, LLC\PA held 18,209 IWN 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 18,209 shares
    Change vs previous 13F -156 shares

    1.22% of the 13F portfolio, value $4,027,861.

    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 18,365 shares
    Change vs previous 13F -656 shares

    1.23% of the 13F portfolio, value $3,481,797.

    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 19,021 shares
    Change vs previous 13F -2,234 shares

    1.25% of the 13F portfolio, value $3,446,736.

    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 21,255 shares
    Change vs previous 13F -1,832 shares

    1.46% of the 13F portfolio, value $3,758,143.

    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 23,087 shares
    Change vs previous 13F 0 shares

    1.58% of the 13F portfolio, value $3,642,195.

    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 23,087 shares
    Change vs previous 13F -601 shares

    1.66% of the 13F portfolio, value $3,485,618.

    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 23,688 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $3,888,923.

    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).