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Foundations Investment Advisors, LLC: DBND position timeline

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

Foundations Investment Advisors, LLC held 1,162,917 DBND 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 1,162,917 shares
    Change vs previous 13F +195,601 shares

    0.55% of the 13F portfolio, value $53,017,959.

    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 967,316 shares
    Change vs previous 13F +266,396 shares

    0.55% of the 13F portfolio, value $44,312,735.

    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 700,920 shares
    Change vs previous 13F +160,205 shares

    0.43% of the 13F portfolio, value $32,497,811.

    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 540,715 shares
    Change vs previous 13F +146,881 shares

    0.37% of the 13F portfolio, value $25,159,490.

    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 393,834 shares
    Change vs previous 13F +176,370 shares

    0.29% of the 13F portfolio, value $18,210,896.

    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 217,464 shares
    Change vs previous 13F +27,877 shares

    0.19% of the 13F portfolio, value $10,040,304.

    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 189,587 shares
    Change vs previous 13F -74,158 shares

    0.17% of the 13F portfolio, value $8,585,900.

    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 263,745 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $12,490,970.

    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).