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Foundations Investment Advisors, LLC: FNDA position timeline

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

Foundations Investment Advisors, LLC held 6,014 FNDA 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 6,014 shares
    Change vs previous 13F -1,606 shares

    <0.01% of the 13F portfolio, value $228,901.

    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 7,620 shares
    Change vs previous 13F -148,363 shares

    <0.01% of the 13F portfolio, value $247,119.

    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 155,983 shares
    Change vs previous 13F +20,448 shares

    0.06% of the 13F portfolio, value $4,915,022.

    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 135,535 shares
    Change vs previous 13F +7,914 shares

    0.06% of the 13F portfolio, value $4,223,261.

    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 127,621 shares
    Change vs previous 13F +16,274 shares

    0.06% of the 13F portfolio, value $3,656,334.

    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 111,347 shares
    Change vs previous 13F +9,199 shares

    0.06% of the 13F portfolio, value $3,049,799.

    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 102,148 shares
    Change vs previous 13F +61,170 shares

    0.06% of the 13F portfolio, value $3,033,796.

    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 40,978 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,441,073.

    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).