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Foundations Investment Advisors, LLC: DNP position timeline

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

Foundations Investment Advisors, LLC held 474,847 DNP 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 474,847 shares
    Change vs previous 13F +21,181 shares

    0.05% of the 13F portfolio, value $5,123,597.

    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 453,666 shares
    Change vs previous 13F -367 shares

    0.06% of the 13F portfolio, value $4,672,762.

    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 454,033 shares
    Change vs previous 13F +22,097 shares

    0.06% of the 13F portfolio, value $4,535,793.

    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 431,936 shares
    Change vs previous 13F +20,217 shares

    0.06% of the 13F portfolio, value $4,323,678.

    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 411,719 shares
    Change vs previous 13F +11,587 shares

    0.06% of the 13F portfolio, value $4,030,726.

    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 400,132 shares
    Change vs previous 13F +19,261 shares

    0.07% of the 13F portfolio, value $3,957,304.

    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 380,871 shares
    Change vs previous 13F -49,656 shares

    0.06% of the 13F portfolio, value $3,359,283.

    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 430,527 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,322,489.

    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).