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Foundations Investment Advisors, LLC: JBBB position timeline

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

Foundations Investment Advisors, LLC held 97,107 JBBB 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 97,107 shares
    Change vs previous 13F -10,395 shares

    0.05% of the 13F portfolio, value $4,598,030.

    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 107,502 shares
    Change vs previous 13F -14,404 shares

    0.06% of the 13F portfolio, value $5,010,111.

    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 121,906 shares
    Change vs previous 13F +14,120 shares

    0.08% of the 13F portfolio, value $5,814,914.

    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 107,786 shares
    Change vs previous 13F +6,037 shares

    0.08% of the 13F portfolio, value $5,192,069.

    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 101,749 shares
    Change vs previous 13F -15,084 shares

    0.08% of the 13F portfolio, value $4,905,302.

    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 116,833 shares
    Change vs previous 13F +3,290 shares

    0.1% of the 13F portfolio, value $5,686,281.

    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 113,543 shares
    Change vs previous 13F +24,097 shares

    0.11% of the 13F portfolio, value $5,581,778.

    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 89,446 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,378,405.

    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).