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Foundation Wealth Management, LLC\PA: VTI position timeline

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

Foundation Wealth Management, LLC\PA held 113,838 VTI 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 113,838 shares
    Change vs previous 13F +6,979 shares

    12.71% of the 13F portfolio, value $42,124,662.

    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 106,859 shares
    Change vs previous 13F +9,262 shares

    12.09% of the 13F portfolio, value $34,281,311.

    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 97,597 shares
    Change vs previous 13F +19,731 shares

    11.87% of the 13F portfolio, value $32,721,271.

    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 77,866 shares
    Change vs previous 13F +14,173 shares

    9.9% of the 13F portfolio, value $25,553,360.

    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 63,693 shares
    Change vs previous 13F +8,315 shares

    8.37% of the 13F portfolio, value $19,358,096.

    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 55,378 shares
    Change vs previous 13F +7,284 shares

    7.24% of the 13F portfolio, value $15,219,990.

    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 48,094 shares
    Change vs previous 13F not available

    6.76% of the 13F portfolio, value $13,938,231.

    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).