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Foundations Investment Advisors, LLC: IEF position timeline

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

Foundations Investment Advisors, LLC held 72,632 IEF 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 72,632 shares
    Change vs previous 13F -98,961 shares

    0.07% of the 13F portfolio, value $6,868,768.

    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 171,593 shares
    Change vs previous 13F +109,937 shares

    0.2% of the 13F portfolio, value $16,376,878.

    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 61,656 shares
    Change vs previous 13F -20,022 shares

    0.08% of the 13F portfolio, value $5,928,802.

    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 81,678 shares
    Change vs previous 13F -90,595 shares

    0.11% of the 13F portfolio, value $7,878,675.

    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 172,273 shares
    Change vs previous 13F +90,998 shares

    0.26% of the 13F portfolio, value $16,498,551.

    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 81,275 shares
    Change vs previous 13F +43,452 shares

    0.14% of the 13F portfolio, value $7,751,150.

    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 37,823 shares
    Change vs previous 13F +5,228 shares

    0.07% of the 13F portfolio, value $3,496,739.

    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 32,595 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,198,184.

    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).