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Foundations Investment Advisors, LLC: ICVT position timeline

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

Foundations Investment Advisors, LLC held 6,261 ICVT 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 6,261 shares
    Change vs previous 13F -68,232 shares

    0.01% of the 13F portfolio, value $762,233.

    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 74,493 shares
    Change vs previous 13F +9,848 shares

    0.09% of the 13F portfolio, value $7,582,691.

    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 64,645 shares
    Change vs previous 13F +1,332 shares

    0.08% of the 13F portfolio, value $6,367,565.

    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 63,313 shares
    Change vs previous 13F -20,094 shares

    0.09% of the 13F portfolio, value $6,334,488.

    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 83,407 shares
    Change vs previous 13F -8,190 shares

    0.12% of the 13F portfolio, value $7,514,999.

    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 91,597 shares
    Change vs previous 13F +14,843 shares

    0.14% of the 13F portfolio, value $7,658,451.

    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 76,754 shares
    Change vs previous 13F +22,523 shares

    0.13% of the 13F portfolio, value $6,521,767.

    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 54,231 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,537,527.

    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).