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Foundations Investment Advisors, LLC: DTD position timeline

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

Foundations Investment Advisors, LLC held 126,855 DTD 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 126,855 shares
    Change vs previous 13F +7,785 shares

    0.12% of the 13F portfolio, value $11,828,805.

    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 119,070 shares
    Change vs previous 13F +18,026 shares

    0.13% of the 13F portfolio, value $10,282,862.

    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 101,044 shares
    Change vs previous 13F +12,958 shares

    0.11% of the 13F portfolio, value $8,576,643.

    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 88,086 shares
    Change vs previous 13F +5,468 shares

    0.11% of the 13F portfolio, value $7,399,186.

    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 82,618 shares
    Change vs previous 13F +7,433 shares

    0.1% of the 13F portfolio, value $6,569,761.

    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 75,185 shares
    Change vs previous 13F +3,078 shares

    0.11% of the 13F portfolio, value $5,785,488.

    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 72,107 shares
    Change vs previous 13F +9,447 shares

    0.11% of the 13F portfolio, value $5,470,230.

    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 62,660 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,804,701.

    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).