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Foundations Investment Advisors, LLC: EQWL position timeline

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

Foundations Investment Advisors, LLC held 26,674 EQWL 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 26,674 shares
    Change vs previous 13F +3,907 shares

    0.04% of the 13F portfolio, value $3,441,476.

    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 22,767 shares
    Change vs previous 13F +5,342 shares

    0.03% of the 13F portfolio, value $2,623,631.

    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 17,425 shares
    Change vs previous 13F +3,194 shares

    0.03% of the 13F portfolio, value $2,058,963.

    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 14,231 shares
    Change vs previous 13F +1,322 shares

    0.02% of the 13F portfolio, value $1,632,046.

    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 12,909 shares
    Change vs previous 13F +5,008 shares

    0.02% of the 13F portfolio, value $1,419,577.

    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 7,901 shares
    Change vs previous 13F +965 shares

    0.02% of the 13F portfolio, value $814,479.

    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 6,936 shares
    Change vs previous 13F -1,161 shares

    0.01% of the 13F portfolio, value $709,372.

    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 8,097 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $828,495.

    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).