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Foundations Investment Advisors, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundations Investment Advisors, LLC on AAPL, newest first. How the timeline and the estimate are built.

Foundations Investment Advisors, LLC held 469,893 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 469,893 shares
    Change vs previous 13F +28,363 shares

    1.4% of the 13F portfolio, value $135,968,205.

    13F-HR 0001743404-26-000008 filed by Foundations Investment Advisors, LLC
    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 441,530 shares
    Change vs previous 13F +23,168 shares

    1.39% of the 13F portfolio, value $112,055,951.

    13F-HR 0001743404-26-000005 filed by Foundations Investment Advisors, LLC
    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 418,362 shares
    Change vs previous 13F +17,679 shares

    1.49% of the 13F portfolio, value $113,735,920.

    13F-HR 0001085146-26-000181 filed by Foundations Investment Advisors, LLC
    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 400,683 shares
    Change vs previous 13F +7,807 shares

    1.48% of the 13F portfolio, value $102,025,954.

    13F-HR 0001743404-25-000008 filed by Foundations Investment Advisors, LLC
    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 392,876 shares
    Change vs previous 13F +21,717 shares

    1.27% of the 13F portfolio, value $80,606,407.

    13F-HR 0001085146-25-004733 filed by Foundations Investment Advisors, LLC
    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 371,159 shares
    Change vs previous 13F +8,035 shares

    1.52% of the 13F portfolio, value $82,445,496.

    13F-HR 0001085146-25-002684 filed by Foundations Investment Advisors, LLC
    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 363,124 shares
    Change vs previous 13F +21,507 shares

    1.76% of the 13F portfolio, value $90,933,524.

    13F-HR 0001085146-25-000406 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 341,617 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $79,596,805.

    13F-HR 0001085146-24-005039 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).