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Foundations Investment Advisors, LLC: IBIT position timeline

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

Foundations Investment Advisors, LLC held 757,409 IBIT 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 757,409 shares
    Change vs previous 13F +63,381 shares

    0.26% of the 13F portfolio, value $25,214,152.

    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 694,028 shares
    Change vs previous 13F +149,869 shares

    0.33% of the 13F portfolio, value $26,664,542.

    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 544,159 shares
    Change vs previous 13F +76,160 shares

    0.35% of the 13F portfolio, value $27,017,490.

    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 467,999 shares
    Change vs previous 13F +90,369 shares

    0.44% of the 13F portfolio, value $30,419,929.

    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 377,630 shares
    Change vs previous 13F +66,277 shares

    0.37% of the 13F portfolio, value $23,114,754.

    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 311,353 shares
    Change vs previous 13F +13,753 shares

    0.27% of the 13F portfolio, value $14,574,430.

    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 297,600 shares
    Change vs previous 13F +44,809 shares

    0.3% of the 13F portfolio, value $15,787,680.

    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 252,791 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $9,133,339.

    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).