Skip to content
Disclosery

Foundations Investment Advisors, LLC: IUSB position timeline

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

Foundations Investment Advisors, LLC held 4,994,324 IUSB 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 4,994,324 shares
    Change vs previous 13F +1,217,679 shares

    2.37% of the 13F portfolio, value $230,488,060.

    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 3,776,645 shares
    Change vs previous 13F +414,230 shares

    2.16% of the 13F portfolio, value $174,443,250.

    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 3,362,415 shares
    Change vs previous 13F +90,301 shares

    2.05% of the 13F portfolio, value $156,486,792.

    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 3,272,114 shares
    Change vs previous 13F -53,752 shares

    2.22% of the 13F portfolio, value $152,840,455.

    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 3,325,866 shares
    Change vs previous 13F +290,902 shares

    2.43% of the 13F portfolio, value $153,754,801.

    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 3,034,964 shares
    Change vs previous 13F +193,257 shares

    2.58% of the 13F portfolio, value $139,851,127.

    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 2,841,707 shares
    Change vs previous 13F -232,887 shares

    2.48% of the 13F portfolio, value $128,445,164.

    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 3,074,594 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $144,874,856.

    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).