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Foundations Investment Advisors, LLC: AEP position timeline

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

Foundations Investment Advisors, LLC held 10,312 AEP 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 10,312 shares
    Change vs previous 13F +1,584 shares

    0.01% of the 13F portfolio, value $1,410,804.

    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 8,728 shares
    Change vs previous 13F -2,137 shares

    0.01% of the 13F portfolio, value $1,144,063.

    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 10,865 shares
    Change vs previous 13F -905 shares

    0.02% of the 13F portfolio, value $1,252,789.

    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 11,770 shares
    Change vs previous 13F +500 shares

    0.02% of the 13F portfolio, value $1,324,130.

    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 11,270 shares
    Change vs previous 13F -2,576 shares

    0.02% of the 13F portfolio, value $1,169,355.

    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 13,846 shares
    Change vs previous 13F +6,305 shares

    0.03% of the 13F portfolio, value $1,512,913.

    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 7,541 shares
    Change vs previous 13F +587 shares

    0.01% of the 13F portfolio, value $695,481.

    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 6,954 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $713,488.

    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).