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Foundations Investment Advisors, LLC: EFG position timeline

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

Foundations Investment Advisors, LLC held 624,359 EFG 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 624,359 shares
    Change vs previous 13F +389,279 shares

    0.8% of the 13F portfolio, value $77,682,757.

    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 235,080 shares
    Change vs previous 13F +135,299 shares

    0.32% of the 13F portfolio, value $26,180,913.

    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 99,781 shares
    Change vs previous 13F -768 shares

    0.15% of the 13F portfolio, value $11,367,070.

    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 100,549 shares
    Change vs previous 13F -496,903 shares

    0.17% of the 13F portfolio, value $11,450,570.

    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 597,452 shares
    Change vs previous 13F +65,382 shares

    1.06% of the 13F portfolio, value $66,914,598.

    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 532,070 shares
    Change vs previous 13F -349,379 shares

    0.98% of the 13F portfolio, value $53,206,983.

    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 881,449 shares
    Change vs previous 13F +205,253 shares

    1.65% of the 13F portfolio, value $85,350,689.

    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 676,196 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $72,792,487.

    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).