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Foundations Investment Advisors, LLC: COWZ position timeline

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

Foundations Investment Advisors, LLC held 21,869 COWZ 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 21,869 shares
    Change vs previous 13F -7,581 shares

    0.01% of the 13F portfolio, value $1,360,263.

    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 29,450 shares
    Change vs previous 13F -546 shares

    0.02% of the 13F portfolio, value $1,842,374.

    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 29,996 shares
    Change vs previous 13F +1,866 shares

    0.02% of the 13F portfolio, value $1,804,876.

    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 28,130 shares
    Change vs previous 13F -592,918 shares

    0.02% of the 13F portfolio, value $1,616,646.

    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 621,048 shares
    Change vs previous 13F +39,770 shares

    0.54% of the 13F portfolio, value $34,219,718.

    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 581,278 shares
    Change vs previous 13F -216,932 shares

    0.59% of the 13F portfolio, value $31,830,781.

    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 798,210 shares
    Change vs previous 13F +134,213 shares

    0.87% of the 13F portfolio, value $45,082,877.

    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 663,997 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $38,398,927.

    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).