Skip to content
Disclosery

Foundations Investment Advisors, LLC: CSWC position timeline

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

Foundations Investment Advisors, LLC held 129,161 CSWC 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 129,161 shares
    Change vs previous 13F -6,292 shares

    0.03% of the 13F portfolio, value $3,070,150.

    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 135,453 shares
    Change vs previous 13F +5,605 shares

    0.04% of the 13F portfolio, value $2,996,210.

    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 129,848 shares
    Change vs previous 13F -536 shares

    0.04% of the 13F portfolio, value $2,876,128.

    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 130,384 shares
    Change vs previous 13F +12,188 shares

    0.04% of the 13F portfolio, value $2,850,184.

    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 118,196 shares
    Change vs previous 13F +11,525 shares

    0.04% of the 13F portfolio, value $2,605,049.

    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 106,671 shares
    Change vs previous 13F +5,437 shares

    0.04% of the 13F portfolio, value $2,380,902.

    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 101,234 shares
    Change vs previous 13F +20,105 shares

    0.04% of the 13F portfolio, value $2,208,931.

    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 81,129 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,051,746.

    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).