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Foundations Investment Advisors, LLC: HELO position timeline

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

Foundations Investment Advisors, LLC held 78,806 HELO 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 78,806 shares
    Change vs previous 13F +9,016 shares

    0.05% of the 13F portfolio, value $5,325,742.

    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 69,790 shares
    Change vs previous 13F +15,520 shares

    0.06% of the 13F portfolio, value $4,460,277.

    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 54,270 shares
    Change vs previous 13F +4,158 shares

    0.05% of the 13F portfolio, value $3,605,130.

    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 50,112 shares
    Change vs previous 13F +3,004 shares

    0.05% of the 13F portfolio, value $3,257,253.

    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 47,108 shares
    Change vs previous 13F +6,787 shares

    0.05% of the 13F portfolio, value $2,948,000.

    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 40,321 shares
    Change vs previous 13F +12,126 shares

    0.04% of the 13F portfolio, value $2,406,386.

    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 28,195 shares
    Change vs previous 13F +5,475 shares

    0.03% of the 13F portfolio, value $1,749,207.

    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 22,720 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,389,073.

    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).