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Foundations Investment Advisors, LLC: DMBS position timeline

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

Foundations Investment Advisors, LLC held 766,994 DMBS 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 766,994 shares
    Change vs previous 13F +129,763 shares

    0.39% of the 13F portfolio, value $37,651,372.

    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 637,231 shares
    Change vs previous 13F +60,724 shares

    0.39% of the 13F portfolio, value $31,466,491.

    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 576,507 shares
    Change vs previous 13F +145,142 shares

    0.38% of the 13F portfolio, value $28,626,457.

    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 431,365 shares
    Change vs previous 13F +92,828 shares

    0.31% of the 13F portfolio, value $21,430,201.

    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 338,537 shares
    Change vs previous 13F +161,347 shares

    0.26% of the 13F portfolio, value $16,612,034.

    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 177,190 shares
    Change vs previous 13F +25,822 shares

    0.16% of the 13F portfolio, value $8,691,186.

    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 151,368 shares
    Change vs previous 13F -52,670 shares

    0.14% of the 13F portfolio, value $7,280,821.

    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 204,038 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $10,281,485.

    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).