Foundations Investment Advisors, LLC: IRM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundations Investment Advisors, LLC on IRM, newest first. How the timeline and the estimate are built.
Foundations Investment Advisors, LLC held 1,640 IRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,640 sharesChange vs previous 13F +1,640 shares
<0.01% of the 13F portfolio, value $207,103.
13F-HR 0001743404-26-000008 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -7,776 shares
13F-HR 0001743404-25-000008 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 7,776 sharesChange vs previous 13F -4,737 shares
0.01% of the 13F portfolio, value $797,605.
13F-HR 0001085146-25-004733 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,513 sharesChange vs previous 13F +3,906 shares
0.02% of the 13F portfolio, value $1,076,655.
13F-HR 0001085146-25-002684 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,607 sharesChange vs previous 13F -1,180 shares
0.02% of the 13F portfolio, value $904,676.
13F-HR 0001085146-25-000406 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,787 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,162,953.
13F-HR 0001085146-24-005039 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).