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Foundation Wealth Management, LLC\PA: VTIP position timeline

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

Foundation Wealth Management, LLC\PA held 20,315 VTIP 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 20,315 shares
    Change vs previous 13F +1 shares

    0.31% of the 13F portfolio, value $1,020,406.

    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 20,314 shares
    Change vs previous 13F -8,194 shares

    0.36% of the 13F portfolio, value $1,014,705.

    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 28,508 shares
    Change vs previous 13F -54,084 shares

    0.51% of the 13F portfolio, value $1,410,026.

    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 82,592 shares
    Change vs previous 13F -49,353 shares

    1.62% of the 13F portfolio, value $4,181,637.

    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 131,945 shares
    Change vs previous 13F -145 shares

    2.87% of the 13F portfolio, value $6,632,893.

    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 132,090 shares
    Change vs previous 13F -7,867 shares

    3.14% of the 13F portfolio, value $6,591,305.

    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 139,957 shares
    Change vs previous 13F not available

    3.28% of the 13F portfolio, value $6,776,731.

    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).