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Foundations Investment Advisors, LLC: DFIC position timeline

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

Foundations Investment Advisors, LLC held 724,427 DFIC 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 724,427 shares
    Change vs previous 13F +37,461 shares

    0.28% of the 13F portfolio, value $26,992,156.

    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 686,966 shares
    Change vs previous 13F +73,790 shares

    0.3% of the 13F portfolio, value $24,407,886.

    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 613,176 shares
    Change vs previous 13F +395,987 shares

    0.28% of the 13F portfolio, value $21,130,032.

    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 217,189 shares
    Change vs previous 13F +152,569 shares

    0.1% of the 13F portfolio, value $7,121,636.

    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 64,620 shares
    Change vs previous 13F +875 shares

    0.03% of the 13F portfolio, value $2,009,047.

    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 63,745 shares
    Change vs previous 13F +3,665 shares

    0.03% of the 13F portfolio, value $1,770,208.

    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 60,080 shares
    Change vs previous 13F +7,505 shares

    0.03% of the 13F portfolio, value $1,552,771.

    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 52,575 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,479,474.

    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).