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Foundations Investment Advisors, LLC: IVE position timeline

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

Foundations Investment Advisors, LLC held 1,225,561 IVE 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 1,225,561 shares
    Change vs previous 13F +113,911 shares

    2.87% of the 13F portfolio, value $278,275,855.

    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 1,111,650 shares
    Change vs previous 13F +110,007 shares

    2.91% of the 13F portfolio, value $234,724,846.

    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 1,001,643 shares
    Change vs previous 13F +277,046 shares

    2.79% of the 13F portfolio, value $212,418,373.

    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 724,597 shares
    Change vs previous 13F +70,627 shares

    2.17% of the 13F portfolio, value $149,636,579.

    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 653,970 shares
    Change vs previous 13F +103,436 shares

    2.02% of the 13F portfolio, value $127,798,869.

    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 550,534 shares
    Change vs previous 13F +57,218 shares

    1.94% of the 13F portfolio, value $104,920,761.

    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 493,316 shares
    Change vs previous 13F +52,024 shares

    1.82% of the 13F portfolio, value $94,164,223.

    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 441,292 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $87,009,562.

    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).