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Foundations Investment Advisors, LLC: FLOT position timeline

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

Foundations Investment Advisors, LLC held 8,382 FLOT 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 8,382 shares
    Change vs previous 13F +2,805 shares

    <0.01% of the 13F portfolio, value $427,918.

    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 5,577 shares
    Change vs previous 13F -116,972 shares

    <0.01% of the 13F portfolio, value $284,154.

    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 122,549 shares
    Change vs previous 13F +9,929 shares

    0.08% of the 13F portfolio, value $6,232,819.

    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 112,620 shares
    Change vs previous 13F +23,188 shares

    0.08% of the 13F portfolio, value $5,753,171.

    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 89,432 shares
    Change vs previous 13F +7,386 shares

    0.07% of the 13F portfolio, value $4,562,811.

    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 82,046 shares
    Change vs previous 13F +59,479 shares

    0.08% of the 13F portfolio, value $4,188,440.

    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 22,567 shares
    Change vs previous 13F +9,818 shares

    0.02% of the 13F portfolio, value $1,148,229.

    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 12,749 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $650,692.

    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).