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Foundations Investment Advisors, LLC: CLSE position timeline

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

Foundations Investment Advisors, LLC held 42,473 CLSE 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 42,473 shares
    Change vs previous 13F -1,725 shares

    0.01% of the 13F portfolio, value $1,449,809.

    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 44,198 shares
    Change vs previous 13F +5,059 shares

    0.02% of the 13F portfolio, value $1,243,726.

    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 39,139 shares
    Change vs previous 13F +6,596 shares

    0.01% of the 13F portfolio, value $1,069,671.

    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 32,543 shares
    Change vs previous 13F -2,028 shares

    0.01% of the 13F portfolio, value $847,415.

    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 34,571 shares
    Change vs previous 13F +6,180 shares

    0.01% of the 13F portfolio, value $807,922.

    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 28,391 shares
    Change vs previous 13F +13,683 shares

    0.01% of the 13F portfolio, value $613,538.

    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 14,708 shares
    Change vs previous 13F +2,584 shares

    0.01% of the 13F portfolio, value $336,969.

    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 12,124 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $270,001.

    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).