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Foundations Investment Advisors, LLC: FLRT position timeline

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

Foundations Investment Advisors, LLC held 616,236 FLRT 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 616,236 shares
    Change vs previous 13F +24,391 shares

    0.3% of the 13F portfolio, value $28,735,085.

    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 591,845 shares
    Change vs previous 13F -4,568 shares

    0.34% of the 13F portfolio, value $27,408,325.

    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 596,413 shares
    Change vs previous 13F -119,206 shares

    0.37% of the 13F portfolio, value $28,111,919.

    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 715,619 shares
    Change vs previous 13F -85,780 shares

    0.49% of the 13F portfolio, value $33,913,171.

    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 801,399 shares
    Change vs previous 13F -148,731 shares

    0.6% of the 13F portfolio, value $38,146,605.

    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 950,130 shares
    Change vs previous 13F +76,572 shares

    0.83% of the 13F portfolio, value $44,741,633.

    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 873,558 shares
    Change vs previous 13F +57,215 shares

    0.8% of the 13F portfolio, value $41,528,958.

    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 816,343 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $38,768,116.

    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).