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Foundations Investment Advisors, LLC: IVW position timeline

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

Foundations Investment Advisors, LLC held 2,410,689 IVW 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 2,410,689 shares
    Change vs previous 13F +133,894 shares

    3.41% of the 13F portfolio, value $331,542,082.

    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 2,276,795 shares
    Change vs previous 13F +244,628 shares

    3.2% of the 13F portfolio, value $257,528,278.

    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 2,032,167 shares
    Change vs previous 13F +144,714 shares

    3.29% of the 13F portfolio, value $250,484,871.

    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 1,887,453 shares
    Change vs previous 13F +58,220 shares

    3.31% of the 13F portfolio, value $227,853,326.

    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 1,829,233 shares
    Change vs previous 13F +213,178 shares

    3.18% of the 13F portfolio, value $201,398,569.

    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 1,616,055 shares
    Change vs previous 13F +172,033 shares

    2.77% of the 13F portfolio, value $150,018,411.

    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 1,444,022 shares
    Change vs previous 13F +14,896 shares

    2.83% of the 13F portfolio, value $146,611,528.

    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 1,429,126 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $136,838,787.

    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).