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Foundations Investment Advisors, LLC: FLRN position timeline

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

Foundations Investment Advisors, LLC held 96,325 FLRN 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 96,325 shares
    Change vs previous 13F +10,185 shares

    0.03% of the 13F portfolio, value $2,971,613.

    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 86,140 shares
    Change vs previous 13F +22,993 shares

    0.03% of the 13F portfolio, value $2,651,393.

    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 63,147 shares
    Change vs previous 13F +27,901 shares

    0.03% of the 13F portfolio, value $1,940,512.

    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 35,246 shares
    Change vs previous 13F -11,753 shares

    0.02% of the 13F portfolio, value $1,087,690.

    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 46,999 shares
    Change vs previous 13F +18,117 shares

    0.02% of the 13F portfolio, value $1,448,972.

    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 28,882 shares
    Change vs previous 13F +8,368 shares

    0.02% of the 13F portfolio, value $890,135.

    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 20,514 shares
    Change vs previous 13F +1,053 shares

    0.01% of the 13F portfolio, value $630,386.

    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 19,461 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $600,367.

    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).