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Foundations Investment Advisors, LLC: LLY position timeline

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

Foundations Investment Advisors, LLC held 65,706 LLY 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 65,706 shares
    Change vs previous 13F +6,366 shares

    0.81% of the 13F portfolio, value $78,809,667.

    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 59,340 shares
    Change vs previous 13F +4,343 shares

    0.68% of the 13F portfolio, value $54,579,221.

    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 54,997 shares
    Change vs previous 13F +3,079 shares

    0.78% of the 13F portfolio, value $59,104,235.

    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 51,918 shares
    Change vs previous 13F +3,256 shares

    0.58% of the 13F portfolio, value $39,613,062.

    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 48,662 shares
    Change vs previous 13F +5,468 shares

    0.6% of the 13F portfolio, value $37,933,769.

    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 43,194 shares
    Change vs previous 13F +6,054 shares

    0.66% of the 13F portfolio, value $35,674,091.

    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 37,140 shares
    Change vs previous 13F +4,085 shares

    0.55% of the 13F portfolio, value $28,672,327.

    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 33,055 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $29,284,947.

    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).