Foundations Investment Advisors, LLC: BNY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundations Investment Advisors, LLC on BNY, newest first. How the timeline and the estimate are built.
Foundations Investment Advisors, LLC held 9,996 BNY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 9,996 sharesChange vs previous 13F +513 shares
0.01% of the 13F portfolio, value $1,445,437.
13F-HR 0001743404-26-000008 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,483 sharesChange vs previous 13F +937 shares
0.01% of the 13F portfolio, value $1,124,928.
13F-HR 0001743404-26-000005 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,546 sharesChange vs previous 13F -939 shares
0.01% of the 13F portfolio, value $992,133.
13F-HR 0001085146-26-000181 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,485 sharesChange vs previous 13F +787 shares
0.02% of the 13F portfolio, value $1,033,525.
13F-HR 0001743404-25-000008 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,698 sharesChange vs previous 13F -336 shares
0.01% of the 13F portfolio, value $792,495.
13F-HR 0001085146-25-004733 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,034 sharesChange vs previous 13F +40 shares
0.01% of the 13F portfolio, value $757,715.
13F-HR 0001085146-25-002684 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,994 sharesChange vs previous 13F -308 shares
0.01% of the 13F portfolio, value $690,991.
13F-HR 0001085146-25-000406 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,302 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $668,472.
13F-HR 0001085146-24-005039 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).