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Foundations Investment Advisors, LLC: CEFS position timeline

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

Foundations Investment Advisors, LLC held 190,181 CEFS 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 190,181 shares
    Change vs previous 13F -32,212 shares

    0.05% of the 13F portfolio, value $4,876,246.

    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 222,393 shares
    Change vs previous 13F -34,113 shares

    0.06% of the 13F portfolio, value $5,014,972.

    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 256,506 shares
    Change vs previous 13F +12,286 shares

    0.08% of the 13F portfolio, value $5,909,904.

    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 244,220 shares
    Change vs previous 13F +8,801 shares

    0.08% of the 13F portfolio, value $5,560,890.

    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 235,419 shares
    Change vs previous 13F -37,374 shares

    0.08% of the 13F portfolio, value $5,235,711.

    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 272,793 shares
    Change vs previous 13F +4,415 shares

    0.11% of the 13F portfolio, value $5,818,683.

    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 268,378 shares
    Change vs previous 13F +50,961 shares

    0.11% of the 13F portfolio, value $5,748,656.

    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 217,417 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,837,526.

    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).