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Foundations Investment Advisors, LLC: IWC position timeline

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

Foundations Investment Advisors, LLC held 6,952 IWC 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 6,952 shares
    Change vs previous 13F -5,269 shares

    0.01% of the 13F portfolio, value $1,390,678.

    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 12,221 shares
    Change vs previous 13F +5,935 shares

    0.02% of the 13F portfolio, value $1,950,619.

    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 6,286 shares
    Change vs previous 13F +265 shares

    0.01% of the 13F portfolio, value $991,351.

    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 6,021 shares
    Change vs previous 13F +806 shares

    0.01% of the 13F portfolio, value $897,695.

    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 5,215 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $665,759.

    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).