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Foundations Investment Advisors, LLC: CAPE position timeline

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

Foundations Investment Advisors, LLC held 888,523 CAPE 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 888,523 shares
    Change vs previous 13F +156,140 shares

    0.3% of the 13F portfolio, value $28,821,558.

    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 732,383 shares
    Change vs previous 13F +160,433 shares

    0.28% of the 13F portfolio, value $22,596,202.

    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 571,950 shares
    Change vs previous 13F +57,451 shares

    0.24% of the 13F portfolio, value $18,437,368.

    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 514,499 shares
    Change vs previous 13F +161,575 shares

    0.24% of the 13F portfolio, value $16,762,330.

    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 352,924 shares
    Change vs previous 13F +67,212 shares

    0.18% of the 13F portfolio, value $11,226,509.

    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 285,712 shares
    Change vs previous 13F +6,412 shares

    0.16% of the 13F portfolio, value $8,682,776.

    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 279,300 shares
    Change vs previous 13F +138,991 shares

    0.16% of the 13F portfolio, value $8,369,770.

    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 140,309 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,151,748.

    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).