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Foundations Investment Advisors, LLC: DFVE position timeline

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

Foundations Investment Advisors, LLC held 667,707 DFVE 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 667,707 shares
    Change vs previous 13F +104,085 shares

    0.25% of the 13F portfolio, value $23,959,265.

    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 563,622 shares
    Change vs previous 13F +116,617 shares

    0.23% of the 13F portfolio, value $18,301,697.

    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 447,005 shares
    Change vs previous 13F +119,991 shares

    0.19% of the 13F portfolio, value $14,262,086.

    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 327,014 shares
    Change vs previous 13F +97,952 shares

    0.15% of the 13F portfolio, value $10,293,143.

    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 229,062 shares
    Change vs previous 13F +44,874 shares

    0.11% of the 13F portfolio, value $6,821,475.

    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 184,188 shares
    Change vs previous 13F +68,259 shares

    0.1% of the 13F portfolio, value $5,199,625.

    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 115,929 shares
    Change vs previous 13F +73,497 shares

    0.06% of the 13F portfolio, value $3,282,251.

    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 42,432 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,231,740.

    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).