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Foundations Investment Advisors, LLC: BAI position timeline

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

Foundations Investment Advisors, LLC held 2,163,848 BAI 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 2,163,848 shares
    Change vs previous 13F -263,871 shares

    1.17% of the 13F portfolio, value $114,078,089.

    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 2,427,719 shares
    Change vs previous 13F +279,732 shares

    0.99% of the 13F portfolio, value $79,993,331.

    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 2,147,987 shares
    Change vs previous 13F +220,203 shares

    0.94% of the 13F portfolio, value $71,527,965.

    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 1,927,784 shares
    Change vs previous 13F +1,003,629 shares

    0.96% of the 13F portfolio, value $65,853,097.

    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 924,155 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $26,661,871.

    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).