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Foundations Investment Advisors, LLC: ARKW position timeline

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

Foundations Investment Advisors, LLC held 731,008 ARKW 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 731,008 shares
    Change vs previous 13F +131,317 shares

    1.09% of the 13F portfolio, value $105,893,821.

    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 599,691 shares
    Change vs previous 13F +62,119 shares

    0.9% of the 13F portfolio, value $72,328,744.

    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 537,572 shares
    Change vs previous 13F +358,946 shares

    1.04% of the 13F portfolio, value $79,415,577.

    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 178,626 shares
    Change vs previous 13F -202,477 shares

    0.45% of the 13F portfolio, value $31,189,886.

    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 381,103 shares
    Change vs previous 13F +404 shares

    0.89% of the 13F portfolio, value $56,258,425.

    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 380,699 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $36,040,774.

    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).