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Foundations Investment Advisors, LLC: IYW position timeline

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

Foundations Investment Advisors, LLC held 20,894 IYW 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 20,894 shares
    Change vs previous 13F +2,572 shares

    0.05% of the 13F portfolio, value $5,270,172.

    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 18,322 shares
    Change vs previous 13F -4,101 shares

    0.04% of the 13F portfolio, value $3,324,065.

    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 22,423 shares
    Change vs previous 13F -1,804 shares

    0.06% of the 13F portfolio, value $4,477,522.

    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 24,227 shares
    Change vs previous 13F -289,958 shares

    0.07% of the 13F portfolio, value $4,745,112.

    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 314,185 shares
    Change vs previous 13F +28,039 shares

    0.86% of the 13F portfolio, value $54,438,914.

    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 286,146 shares
    Change vs previous 13F +32,764 shares

    0.74% of the 13F portfolio, value $40,186,408.

    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 253,382 shares
    Change vs previous 13F -3,878 shares

    0.78% of the 13F portfolio, value $40,419,569.

    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 257,260 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $39,005,689.

    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).