Skip to content
Disclosery

Foundations Investment Advisors, LLC: BX position timeline

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

Foundations Investment Advisors, LLC held 185,437 BX 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 185,437 shares
    Change vs previous 13F +37,240 shares

    0.22% of the 13F portfolio, value $21,820,330.

    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 148,197 shares
    Change vs previous 13F +31,201 shares

    0.21% of the 13F portfolio, value $17,041,164.

    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 116,996 shares
    Change vs previous 13F +21,913 shares

    0.24% of the 13F portfolio, value $18,033,760.

    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 95,083 shares
    Change vs previous 13F +8,742 shares

    0.24% of the 13F portfolio, value $16,244,887.

    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 86,341 shares
    Change vs previous 13F +22,461 shares

    0.2% of the 13F portfolio, value $12,914,925.

    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 63,880 shares
    Change vs previous 13F +14,214 shares

    0.16% of the 13F portfolio, value $8,929,197.

    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 49,666 shares
    Change vs previous 13F +7,446 shares

    0.17% of the 13F portfolio, value $8,563,352.

    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 42,220 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,465,198.

    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).