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Foundations Investment Advisors, LLC: AOR position timeline

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

Foundations Investment Advisors, LLC held 389,262 AOR 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 389,262 shares
    Change vs previous 13F +35,376 shares

    0.28% of the 13F portfolio, value $27,053,723.

    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 353,886 shares
    Change vs previous 13F +32,153 shares

    0.28% of the 13F portfolio, value $22,772,571.

    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 321,733 shares
    Change vs previous 13F +21,400 shares

    0.27% of the 13F portfolio, value $20,915,860.

    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 300,333 shares
    Change vs previous 13F +11,901 shares

    0.28% of the 13F portfolio, value $19,335,435.

    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 288,432 shares
    Change vs previous 13F +26,631 shares

    0.28% of the 13F portfolio, value $17,758,748.

    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 261,801 shares
    Change vs previous 13F +26,029 shares

    0.28% of the 13F portfolio, value $15,071,904.

    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 235,772 shares
    Change vs previous 13F +31,465 shares

    0.26% of the 13F portfolio, value $13,514,469.

    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 204,307 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $12,103,117.

    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).