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Foundations Investment Advisors, LLC: COMP position timeline

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

Foundations Investment Advisors, LLC held 15,333 COMP 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 15,333 shares
    Change vs previous 13F -7,913 shares

    <0.01% of the 13F portfolio, value $189,056.

    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 23,246 shares
    Change vs previous 13F -1,098 shares

    <0.01% of the 13F portfolio, value $169,932.

    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 24,344 shares
    Change vs previous 13F -1,532 shares

    <0.01% of the 13F portfolio, value $257,316.

    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 25,876 shares
    Change vs previous 13F -100 shares

    <0.01% of the 13F portfolio, value $207,784.

    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 25,976 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $163,129.

    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 25,976 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $226,770.

    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).