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Foundations Investment Advisors, LLC: DFSD position timeline

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

Foundations Investment Advisors, LLC held 99,552 DFSD 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 99,552 shares
    Change vs previous 13F +8,656 shares

    0.05% of the 13F portfolio, value $4,753,593.

    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 90,896 shares
    Change vs previous 13F -6,987 shares

    0.05% of the 13F portfolio, value $4,352,103.

    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 97,883 shares
    Change vs previous 13F +28,507 shares

    0.06% of the 13F portfolio, value $4,693,466.

    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 69,376 shares
    Change vs previous 13F +58,217 shares

    0.05% of the 13F portfolio, value $3,343,246.

    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 11,159 shares
    Change vs previous 13F +345 shares

    0.01% of the 13F portfolio, value $535,744.

    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 10,814 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $513,881.

    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).