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Foundation Wealth Management, LLC\PA: VSS position timeline

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

Foundation Wealth Management, LLC\PA held 13,027 VSS 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 13,027 shares
    Change vs previous 13F -1,124 shares

    0.61% of the 13F portfolio, value $2,009,900.

    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 14,151 shares
    Change vs previous 13F -1,137 shares

    0.73% of the 13F portfolio, value $2,063,010.

    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 15,288 shares
    Change vs previous 13F -5,034 shares

    0.8% of the 13F portfolio, value $2,191,166.

    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 20,322 shares
    Change vs previous 13F -3,213 shares

    1.12% of the 13F portfolio, value $2,896,859.

    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 23,535 shares
    Change vs previous 13F -737 shares

    1.37% of the 13F portfolio, value $3,162,869.

    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 24,272 shares
    Change vs previous 13F +772 shares

    1.34% of the 13F portfolio, value $2,805,843.

    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 23,500 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $2,690,280.

    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).