Skip to content
Disclosery

Foundations Investment Advisors, LLC: IJR position timeline

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

Foundations Investment Advisors, LLC held 44,549 IJR 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 44,549 shares
    Change vs previous 13F +11,018 shares

    0.07% of the 13F portfolio, value $6,607,113.

    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 33,531 shares
    Change vs previous 13F -9,748 shares

    0.05% of the 13F portfolio, value $4,168,267.

    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 43,279 shares
    Change vs previous 13F +6,274 shares

    0.07% of the 13F portfolio, value $5,201,274.

    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 37,005 shares
    Change vs previous 13F -6,875 shares

    0.06% of the 13F portfolio, value $4,397,284.

    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 43,880 shares
    Change vs previous 13F +19,536 shares

    0.08% of the 13F portfolio, value $4,795,611.

    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 24,344 shares
    Change vs previous 13F -1,315 shares

    0.05% of the 13F portfolio, value $2,545,679.

    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 25,659 shares
    Change vs previous 13F +2,668 shares

    0.06% of the 13F portfolio, value $2,956,453.

    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 22,991 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,689,080.

    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).