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Foundation Wealth Management, LLC\PA: SLYV position timeline

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

Foundation Wealth Management, LLC\PA held 20,251 SLYV 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 20,251 shares
    Change vs previous 13F -2,150 shares

    0.67% of the 13F portfolio, value $2,209,587.

    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 22,401 shares
    Change vs previous 13F -1,154 shares

    0.75% of the 13F portfolio, value $2,118,687.

    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 23,555 shares
    Change vs previous 13F -1,720 shares

    0.78% of the 13F portfolio, value $2,142,798.

    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 25,275 shares
    Change vs previous 13F -2,974 shares

    0.87% of the 13F portfolio, value $2,240,629.

    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 28,249 shares
    Change vs previous 13F -3,872 shares

    0.97% of the 13F portfolio, value $2,253,140.

    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 32,121 shares
    Change vs previous 13F -308 shares

    1.2% of the 13F portfolio, value $2,518,286.

    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 32,429 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $2,829,430.

    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).