Foundations Investment Advisors, LLC: DDWM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundations Investment Advisors, LLC on DDWM, newest first. How the timeline and the estimate are built.
Foundations Investment Advisors, LLC held 22,175 DDWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 22,175 sharesChange vs previous 13F +8,290 shares
0.01% of the 13F portfolio, value $1,024,047.
13F-HR 0001743404-26-000008 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,885 sharesChange vs previous 13F +5,641 shares
0.01% of the 13F portfolio, value $612,483.
13F-HR 0001743404-26-000005 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,244 sharesChange vs previous 13F +72 shares
<0.01% of the 13F portfolio, value $358,942.
13F-HR 0001085146-26-000181 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,172 sharesChange vs previous 13F +2,397 shares
<0.01% of the 13F portfolio, value $341,572.
13F-HR 0001743404-25-000008 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,775 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $229,032.
13F-HR 0001085146-25-004733 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).