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Foundations Investment Advisors, LLC: BALT position timeline

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

Foundations Investment Advisors, LLC held 1,382,990 BALT 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 1,382,990 shares
    Change vs previous 13F -16,857 shares

    0.49% of the 13F portfolio, value $47,395,075.

    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 1,399,847 shares
    Change vs previous 13F +173,208 shares

    0.58% of the 13F portfolio, value $46,845,890.

    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 1,226,639 shares
    Change vs previous 13F +691,493 shares

    0.54% of the 13F portfolio, value $41,104,674.

    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 535,146 shares
    Change vs previous 13F +266,823 shares

    0.26% of the 13F portfolio, value $17,563,476.

    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 268,323 shares
    Change vs previous 13F +60,085 shares

    0.14% of the 13F portfolio, value $8,607,787.

    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 208,238 shares
    Change vs previous 13F +9,170 shares

    0.12% of the 13F portfolio, value $6,534,514.

    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 199,068 shares
    Change vs previous 13F -20,026 shares

    0.12% of the 13F portfolio, value $6,254,722.

    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 219,094 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,754,673.

    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).