Skip to content

Foundations Investment Advisors, LLC: GBDC position timeline

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

Foundations Investment Advisors, LLC held 12,496 GBDC 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 12,496 shares
    Change vs previous 13F -15,642 shares

    <0.01% of the 13F portfolio, value $160,947.

    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 28,138 shares
    Change vs previous 13F +11,444 shares

    <0.01% of the 13F portfolio, value $356,227.

    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 16,694 shares
    Change vs previous 13F -2,681 shares

    <0.01% of the 13F portfolio, value $226,539.

    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 19,375 shares
    Change vs previous 13F -2,086 shares

    <0.01% of the 13F portfolio, value $265,239.

    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 21,461 shares
    Change vs previous 13F -6,882 shares

    <0.01% of the 13F portfolio, value $314,397.

    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 28,343 shares
    Change vs previous 13F +12,079 shares

    0.01% of the 13F portfolio, value $429,108.

    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 16,264 shares
    Change vs previous 13F +618 shares

    <0.01% of the 13F portfolio, value $246,565.

    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 15,646 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $236,416.

    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).