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Foundations Investment Advisors, LLC: DCRE position timeline

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

Foundations Investment Advisors, LLC held 934,014 DCRE 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 934,014 shares
    Change vs previous 13F +148,625 shares

    0.5% of the 13F portfolio, value $48,386,599.

    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 785,389 shares
    Change vs previous 13F +264,008 shares

    0.51% of the 13F portfolio, value $40,808,836.

    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 521,381 shares
    Change vs previous 13F +203,133 shares

    0.35% of the 13F portfolio, value $27,059,664.

    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 318,248 shares
    Change vs previous 13F -13,582 shares

    0.24% of the 13F portfolio, value $16,574,365.

    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 331,830 shares
    Change vs previous 13F +192,606 shares

    0.27% of the 13F portfolio, value $17,265,869.

    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 139,224 shares
    Change vs previous 13F +33,093 shares

    0.13% of the 13F portfolio, value $7,221,555.

    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 106,131 shares
    Change vs previous 13F +6,053 shares

    0.11% of the 13F portfolio, value $5,461,496.

    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 100,078 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,202,049.

    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).