Skip to content
Disclosery

Foundations Investment Advisors, LLC: DFEM position timeline

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

Foundations Investment Advisors, LLC held 309,981 DFEM 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 309,981 shares
    Change vs previous 13F +11,834 shares

    0.13% of the 13F portfolio, value $12,597,609.

    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 298,147 shares
    Change vs previous 13F +31,797 shares

    0.13% of the 13F portfolio, value $10,300,980.

    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 266,350 shares
    Change vs previous 13F +171,733 shares

    0.12% of the 13F portfolio, value $8,810,858.

    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 94,617 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,034,374.

    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).