Skip to content
Disclosery

Foundations Investment Advisors, LLC: IBM position timeline

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

Foundations Investment Advisors, LLC held 94,933 IBM 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 94,933 shares
    Change vs previous 13F +17,226 shares

    0.27% of the 13F portfolio, value $26,696,008.

    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 77,707 shares
    Change vs previous 13F +9,001 shares

    0.23% of the 13F portfolio, value $18,835,439.

    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 68,706 shares
    Change vs previous 13F +7,554 shares

    0.27% of the 13F portfolio, value $20,351,374.

    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 61,152 shares
    Change vs previous 13F +5,162 shares

    0.25% of the 13F portfolio, value $17,254,629.

    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 55,990 shares
    Change vs previous 13F +11,989 shares

    0.26% of the 13F portfolio, value $16,504,709.

    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 44,001 shares
    Change vs previous 13F +5,885 shares

    0.2% of the 13F portfolio, value $10,941,345.

    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 38,116 shares
    Change vs previous 13F +7,815 shares

    0.16% of the 13F portfolio, value $8,379,150.

    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 30,301 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,699,043.

    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).