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Foundations Investment Advisors, LLC: FLIA position timeline

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

Foundations Investment Advisors, LLC held 90,751 FLIA 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 90,751 shares
    Change vs previous 13F +4,668 shares

    0.02% of the 13F portfolio, value $1,859,480.

    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 86,083 shares
    Change vs previous 13F -70,392 shares

    0.02% of the 13F portfolio, value $1,744,033.

    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 156,475 shares
    Change vs previous 13F +19,467 shares

    0.04% of the 13F portfolio, value $3,157,665.

    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 137,008 shares
    Change vs previous 13F +8,105 shares

    0.04% of the 13F portfolio, value $2,810,034.

    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 128,903 shares
    Change vs previous 13F +9,171 shares

    0.04% of the 13F portfolio, value $2,647,670.

    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 119,732 shares
    Change vs previous 13F +7,750 shares

    0.04% of the 13F portfolio, value $2,420,988.

    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 111,982 shares
    Change vs previous 13F +14,501 shares

    0.04% of the 13F portfolio, value $2,270,993.

    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 97,481 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,027,124.

    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).