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Foundations Investment Advisors, LLC: BUFR position timeline

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

Foundations Investment Advisors, LLC held 522,021 BUFR 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 522,021 shares
    Change vs previous 13F +25,731 shares

    0.2% of the 13F portfolio, value $19,069,427.

    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 496,290 shares
    Change vs previous 13F +265,755 shares

    0.21% of the 13F portfolio, value $16,759,713.

    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 230,535 shares
    Change vs previous 13F -690,944 shares

    0.1% of the 13F portfolio, value $7,898,129.

    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 921,479 shares
    Change vs previous 13F -19,823 shares

    0.45% of the 13F portfolio, value $30,795,837.

    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 941,302 shares
    Change vs previous 13F +23,696 shares

    0.47% of the 13F portfolio, value $29,933,404.

    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 917,606 shares
    Change vs previous 13F +118,620 shares

    0.5% of the 13F portfolio, value $27,243,722.

    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 798,986 shares
    Change vs previous 13F +206,590 shares

    0.47% of the 13F portfolio, value $24,345,103.

    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 592,396 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $17,706,716.

    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).