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Foundations Investment Advisors, LLC: IWY position timeline

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

Foundations Investment Advisors, LLC held 7,604 IWY 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 7,604 shares
    Change vs previous 13F -2,663 shares

    0.02% of the 13F portfolio, value $2,209,838.

    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 10,267 shares
    Change vs previous 13F -2,208 shares

    0.03% of the 13F portfolio, value $2,554,842.

    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 12,475 shares
    Change vs previous 13F +613 shares

    0.05% of the 13F portfolio, value $3,454,767.

    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 11,862 shares
    Change vs previous 13F -687 shares

    0.05% of the 13F portfolio, value $3,246,158.

    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 12,549 shares
    Change vs previous 13F +943 shares

    0.05% of the 13F portfolio, value $3,093,412.

    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 11,606 shares
    Change vs previous 13F -10,245 shares

    0.05% of the 13F portfolio, value $2,448,132.

    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 21,851 shares
    Change vs previous 13F +8,295 shares

    0.1% of the 13F portfolio, value $5,140,976.

    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 13,556 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,982,902.

    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).