Foundations Investment Advisors, LLC: DIV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundations Investment Advisors, LLC on DIV, newest first. How the timeline and the estimate are built.
Foundations Investment Advisors, LLC held 17,117 DIV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 17,117 sharesChange vs previous 13F -66 shares
<0.01% of the 13F portfolio, value $326,078.
13F-HR 0001743404-26-000008 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,183 sharesChange vs previous 13F -1,357 shares
<0.01% of the 13F portfolio, value $324,752.
13F-HR 0001743404-26-000005 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,540 sharesChange vs previous 13F +236 shares
<0.01% of the 13F portfolio, value $321,117.
13F-HR 0001085146-26-000181 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 18,304 sharesChange vs previous 13F -111 shares
<0.01% of the 13F portfolio, value $323,806.
13F-HR 0001743404-25-000008 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,415 sharesChange vs previous 13F +295 shares
0.01% of the 13F portfolio, value $323,736.
13F-HR 0001085146-25-004733 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,120 sharesChange vs previous 13F -2,180 shares
0.01% of the 13F portfolio, value $341,387.
13F-HR 0001085146-25-002684 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,300 sharesChange vs previous 13F -739 shares
0.01% of the 13F portfolio, value $366,034.
13F-HR 0001085146-25-000406 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,039 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $393,225.
13F-HR 0001085146-24-005039 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).