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Foundations Investment Advisors, LLC: KBWB position timeline

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

Foundations Investment Advisors, LLC held 176,038 KBWB 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 176,038 shares
    Change vs previous 13F +13,826 shares

    0.17% of the 13F portfolio, value $16,368,017.

    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 162,212 shares
    Change vs previous 13F +10,946 shares

    0.16% of the 13F portfolio, value $12,834,233.

    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 151,266 shares
    Change vs previous 13F -89,369 shares

    0.17% of the 13F portfolio, value $12,750,224.

    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 240,635 shares
    Change vs previous 13F +35,966 shares

    0.27% of the 13F portfolio, value $18,820,095.

    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 204,669 shares
    Change vs previous 13F +9,448 shares

    0.23% of the 13F portfolio, value $14,658,373.

    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 195,221 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $12,254,022.

    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).