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Foundations Investment Advisors, LLC: C position timeline

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

Foundations Investment Advisors, LLC held 529,688 C 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 529,688 shares
    Change vs previous 13F -87,927 shares

    0.76% of the 13F portfolio, value $74,135,122.

    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 617,615 shares
    Change vs previous 13F +55,097 shares

    0.87% of the 13F portfolio, value $70,043,663.

    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 562,518 shares
    Change vs previous 13F +55,813 shares

    0.86% of the 13F portfolio, value $65,640,249.

    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 506,705 shares
    Change vs previous 13F +44,656 shares

    0.75% of the 13F portfolio, value $51,430,553.

    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 462,049 shares
    Change vs previous 13F +77,759 shares

    0.62% of the 13F portfolio, value $39,329,572.

    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 384,290 shares
    Change vs previous 13F +64,621 shares

    0.5% of the 13F portfolio, value $27,280,718.

    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 319,669 shares
    Change vs previous 13F +58,204 shares

    0.43% of the 13F portfolio, value $22,501,527.

    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 261,465 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $16,367,695.

    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).