Skip to content

Foundations Investment Advisors, LLC: FENY position timeline

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

Foundations Investment Advisors, LLC held 9,914 FENY 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 9,914 shares
    Change vs previous 13F -626 shares

    <0.01% of the 13F portfolio, value $293,053.

    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 10,540 shares
    Change vs previous 13F +203 shares

    <0.01% of the 13F portfolio, value $358,569.

    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 10,337 shares
    Change vs previous 13F +571 shares

    <0.01% of the 13F portfolio, value $256,053.

    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 9,766 shares
    Change vs previous 13F -515 shares

    <0.01% of the 13F portfolio, value $241,410.

    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 10,281 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $241,100.

    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).