Skip to content
Disclosery

Foundations Investment Advisors, LLC: HEFA position timeline

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

Foundations Investment Advisors, LLC held 48,738 HEFA 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 48,738 shares
    Change vs previous 13F -5,618 shares

    0.02% of the 13F portfolio, value $2,287,024.

    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 54,356 shares
    Change vs previous 13F -8,797 shares

    0.03% of the 13F portfolio, value $2,309,853.

    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 63,153 shares
    Change vs previous 13F -4,596 shares

    0.03% of the 13F portfolio, value $2,612,007.

    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 67,749 shares
    Change vs previous 13F -9,286 shares

    0.04% of the 13F portfolio, value $2,683,546.

    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 77,035 shares
    Change vs previous 13F -567,612 shares

    0.05% of the 13F portfolio, value $2,924,241.

    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 644,647 shares
    Change vs previous 13F +563,635 shares

    0.43% of the 13F portfolio, value $23,394,228.

    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 81,012 shares
    Change vs previous 13F +4,035 shares

    0.05% of the 13F portfolio, value $2,815,161.

    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 76,977 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,726,520.

    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).