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Foundations Investment Advisors, LLC: LMBS position timeline

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

Foundations Investment Advisors, LLC held 242,146 LMBS 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 242,146 shares
    Change vs previous 13F +3,513 shares

    0.12% of the 13F portfolio, value $12,054,017.

    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 238,633 shares
    Change vs previous 13F -5,531 shares

    0.15% of the 13F portfolio, value $11,886,332.

    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 244,164 shares
    Change vs previous 13F -1,767 shares

    0.16% of the 13F portfolio, value $12,205,747.

    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 245,931 shares
    Change vs previous 13F -1,587 shares

    0.18% of the 13F portfolio, value $12,244,888.

    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 247,518 shares
    Change vs previous 13F -4,927 shares

    0.19% of the 13F portfolio, value $12,192,750.

    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 252,445 shares
    Change vs previous 13F -443 shares

    0.23% of the 13F portfolio, value $12,410,188.

    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 252,888 shares
    Change vs previous 13F +8,890 shares

    0.24% of the 13F portfolio, value $12,308,048.

    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 243,998 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $12,055,934.

    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).