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Foundations Investment Advisors, LLC: CLSM position timeline

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

Foundations Investment Advisors, LLC held 2,211,857 CLSM 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 2,211,857 shares
    Change vs previous 13F -138,975 shares

    0.63% of the 13F portfolio, value $60,939,090.

    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 2,350,832 shares
    Change vs previous 13F -252,612 shares

    0.68% of the 13F portfolio, value $54,621,345.

    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 2,603,444 shares
    Change vs previous 13F -368,476 shares

    0.79% of the 13F portfolio, value $60,495,710.

    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 2,971,920 shares
    Change vs previous 13F -460,166 shares

    0.99% of the 13F portfolio, value $68,443,312.

    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 3,432,086 shares
    Change vs previous 13F -470,275 shares

    1.17% of the 13F portfolio, value $74,236,029.

    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 3,902,361 shares
    Change vs previous 13F -377,068 shares

    1.5% of the 13F portfolio, value $81,403,254.

    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 4,279,429 shares
    Change vs previous 13F -445,205 shares

    1.68% of the 13F portfolio, value $87,000,787.

    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 4,724,634 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $100,705,582.

    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).