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Foundations Investment Advisors, LLC: ADFI position timeline

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

Foundations Investment Advisors, LLC held 5,416,425 ADFI 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 5,416,425 shares
    Change vs previous 13F +88,569 shares

    0.47% of the 13F portfolio, value $45,984,906.

    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 5,327,856 shares
    Change vs previous 13F +572,972 shares

    0.56% of the 13F portfolio, value $45,233,498.

    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 4,754,884 shares
    Change vs previous 13F -127,130 shares

    0.53% of the 13F portfolio, value $40,772,651.

    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 4,882,014 shares
    Change vs previous 13F -303,412 shares

    0.61% of the 13F portfolio, value $41,985,318.

    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 5,185,426 shares
    Change vs previous 13F -186,481 shares

    0.7% of the 13F portfolio, value $44,218,203.

    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 5,371,907 shares
    Change vs previous 13F +257,949 shares

    0.84% of the 13F portfolio, value $45,688,076.

    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 5,113,958 shares
    Change vs previous 13F +163,371 shares

    0.83% of the 13F portfolio, value $42,921,963.

    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 4,950,587 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $43,391,903.

    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).