Foundations Investment Advisors, LLC: BR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundations Investment Advisors, LLC on BR, newest first. How the timeline and the estimate are built.
Foundations Investment Advisors, LLC held 1,814 BR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,814 sharesChange vs previous 13F +88 shares
<0.01% of the 13F portfolio, value $248,444.
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 1,726 sharesChange vs previous 13F -11 shares
<0.01% of the 13F portfolio, value $280,404.
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 1,737 sharesChange vs previous 13F +336 shares
0.01% of the 13F portfolio, value $387,675.
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 1,401 sharesChange vs previous 13F +137 shares
<0.01% of the 13F portfolio, value $333,583.
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 1,264 sharesChange vs previous 13F -106 shares
<0.01% of the 13F portfolio, value $307,145.
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 1,370 sharesChange vs previous 13F -158 shares
0.01% of the 13F portfolio, value $332,079.
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 1,528 sharesChange vs previous 13F +52 shares
0.01% of the 13F portfolio, value $345,403.
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 1,476 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $317,376.
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).