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Foundations Investment Advisors, LLC: FRDM position timeline

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

Foundations Investment Advisors, LLC held 103,822 FRDM 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 103,822 shares
    Change vs previous 13F +2,955 shares

    0.08% of the 13F portfolio, value $7,568,642.

    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 100,867 shares
    Change vs previous 13F +1,288 shares

    0.07% of the 13F portfolio, value $5,512,404.

    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 99,579 shares
    Change vs previous 13F +8,398 shares

    0.07% of the 13F portfolio, value $5,105,435.

    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 91,181 shares
    Change vs previous 13F +3,475 shares

    0.06% of the 13F portfolio, value $4,040,210.

    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 87,706 shares
    Change vs previous 13F +9,329 shares

    0.06% of the 13F portfolio, value $3,543,342.

    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 78,377 shares
    Change vs previous 13F +3,899 shares

    0.05% of the 13F portfolio, value $2,747,302.

    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 74,478 shares
    Change vs previous 13F +13,657 shares

    0.05% of the 13F portfolio, value $2,433,940.

    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 60,821 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,176,166.

    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).