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Foundations Investment Advisors, LLC: DGRO position timeline

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

Foundations Investment Advisors, LLC held 129,588 DGRO 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 129,588 shares
    Change vs previous 13F +4,422 shares

    0.1% of the 13F portfolio, value $9,821,486.

    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 125,166 shares
    Change vs previous 13F +2,486 shares

    0.11% of the 13F portfolio, value $8,784,177.

    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 122,680 shares
    Change vs previous 13F -6,211 shares

    0.11% of the 13F portfolio, value $8,516,432.

    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 128,891 shares
    Change vs previous 13F -3,561 shares

    0.13% of the 13F portfolio, value $8,774,900.

    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 132,452 shares
    Change vs previous 13F +13,457 shares

    0.13% of the 13F portfolio, value $8,468,951.

    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 118,995 shares
    Change vs previous 13F -30,096 shares

    0.14% of the 13F portfolio, value $7,351,482.

    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 149,091 shares
    Change vs previous 13F +4,861 shares

    0.18% of the 13F portfolio, value $9,145,271.

    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 144,230 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $9,041,753.

    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).