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Foundations Investment Advisors, LLC: EFV position timeline

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

Foundations Investment Advisors, LLC held 925,724 EFV 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 925,724 shares
    Change vs previous 13F -1,033,928 shares

    0.73% of the 13F portfolio, value $70,864,172.

    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 1,959,652 shares
    Change vs previous 13F +154,207 shares

    1.81% of the 13F portfolio, value $145,700,134.

    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 1,805,445 shares
    Change vs previous 13F -270,309 shares

    1.69% of the 13F portfolio, value $128,926,850.

    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 2,075,754 shares
    Change vs previous 13F +57,493 shares

    2.05% of the 13F portfolio, value $140,798,406.

    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 2,018,261 shares
    Change vs previous 13F +818,964 shares

    2.02% of the 13F portfolio, value $128,119,197.

    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 1,199,297 shares
    Change vs previous 13F -355,610 shares

    1.3% of the 13F portfolio, value $70,686,558.

    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 1,554,907 shares
    Change vs previous 13F +166,229 shares

    1.57% of the 13F portfolio, value $81,585,957.

    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 1,388,678 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $79,890,634.

    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).