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Foundations Investment Advisors, LLC: CLS position timeline

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

Foundations Investment Advisors, LLC held 15,132 CLS 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 15,132 shares
    Change vs previous 13F +3,545 shares

    0.06% of the 13F portfolio, value $5,520,245.

    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 11,587 shares
    Change vs previous 13F +1,033 shares

    0.04% of the 13F portfolio, value $3,263,897.

    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 10,554 shares
    Change vs previous 13F +1,987 shares

    0.04% of the 13F portfolio, value $3,119,772.

    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 8,567 shares
    Change vs previous 13F +3,777 shares

    0.03% of the 13F portfolio, value $2,110,838.

    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 4,790 shares
    Change vs previous 13F +1,498 shares

    0.01% of the 13F portfolio, value $747,811.

    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 3,292 shares
    Change vs previous 13F +425 shares

    <0.01% of the 13F portfolio, value $259,443.

    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 2,867 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $264,624.

    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).