Foundations Investment Advisors, LLC: CMI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundations Investment Advisors, LLC on CMI, newest first. How the timeline and the estimate are built.
Foundations Investment Advisors, LLC held 6,240 CMI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 6,240 sharesChange vs previous 13F -175 shares
0.05% of the 13F portfolio, value $4,450,185.
13F-HR 0001743404-26-000008 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,415 sharesChange vs previous 13F -1,862 shares
0.04% of the 13F portfolio, value $3,451,292.
13F-HR 0001743404-26-000005 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,277 sharesChange vs previous 13F -3,347 shares
0.06% of the 13F portfolio, value $4,224,785.
13F-HR 0001085146-26-000181 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,624 sharesChange vs previous 13F -232 shares
0.07% of the 13F portfolio, value $4,909,725.
13F-HR 0001743404-25-000008 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,856 sharesChange vs previous 13F -19 shares
0.06% of the 13F portfolio, value $3,882,860.
13F-HR 0001085146-25-004733 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,875 sharesChange vs previous 13F -6,913 shares
0.07% of the 13F portfolio, value $3,722,063.
13F-HR 0001085146-25-002684 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,788 sharesChange vs previous 13F -116 shares
0.13% of the 13F portfolio, value $6,549,597.
13F-HR 0001085146-25-000406 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 18,904 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $6,120,833.
13F-HR 0001085146-24-005039 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).