Skip to content
Disclosery

Foundations Investment Advisors, LLC: AVEM position timeline

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

Foundations Investment Advisors, LLC held 229,497 AVEM 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 229,497 shares
    Change vs previous 13F +11,589 shares

    0.23% of the 13F portfolio, value $22,144,168.

    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 217,908 shares
    Change vs previous 13F -96 shares

    0.22% of the 13F portfolio, value $17,559,035.

    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 218,004 shares
    Change vs previous 13F -2,435 shares

    0.22% of the 13F portfolio, value $16,790,653.

    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 220,439 shares
    Change vs previous 13F +33,234 shares

    0.24% of the 13F portfolio, value $16,557,198.

    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 187,205 shares
    Change vs previous 13F +7,427 shares

    0.2% of the 13F portfolio, value $12,831,056.

    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 179,778 shares
    Change vs previous 13F +6,343 shares

    0.2% of the 13F portfolio, value $10,817,230.

    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 173,435 shares
    Change vs previous 13F +9,173 shares

    0.2% of the 13F portfolio, value $10,196,258.

    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 164,262 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $10,611,319.

    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).