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Disclosery

Foundation Wealth Management, LLC\PA: IWO position timeline

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

Foundation Wealth Management, LLC\PA held 4,786 IWO 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 4,786 shares
    Change vs previous 13F -600 shares

    0.57% of the 13F portfolio, value $1,885,626.

    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 5,386 shares
    Change vs previous 13F -246 shares

    0.6% of the 13F portfolio, value $1,690,309.

    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 5,632 shares
    Change vs previous 13F -2,497 shares

    0.66% of the 13F portfolio, value $1,819,247.

    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 8,129 shares
    Change vs previous 13F -451 shares

    1.01% of the 13F portfolio, value $2,601,738.

    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 8,580 shares
    Change vs previous 13F -23 shares

    1.06% of the 13F portfolio, value $2,452,679.

    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 8,603 shares
    Change vs previous 13F -582 shares

    1.05% of the 13F portfolio, value $2,198,325.

    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 9,185 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $2,643,627.

    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).