Foundations Investment Advisors, LLC: MA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundations Investment Advisors, LLC on MA, newest first. How the timeline and the estimate are built.
Foundations Investment Advisors, LLC held 50,574 MA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 50,574 sharesChange vs previous 13F +5,898 shares
0.27% of the 13F portfolio, value $25,974,585.
13F-HR 0001743404-26-000008 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 44,676 sharesChange vs previous 13F +4,084 shares
0.28% of the 13F portfolio, value $22,322,815.
13F-HR 0001743404-26-000005 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 40,592 sharesChange vs previous 13F +3,799 shares
0.3% of the 13F portfolio, value $23,173,423.
13F-HR 0001085146-26-000181 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 36,793 sharesChange vs previous 13F +2,853 shares
0.3% of the 13F portfolio, value $20,927,981.
13F-HR 0001743404-25-000008 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 33,940 sharesChange vs previous 13F +1,456 shares
0.3% of the 13F portfolio, value $19,072,083.
13F-HR 0001085146-25-004733 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 32,484 sharesChange vs previous 13F +1,891 shares
0.33% of the 13F portfolio, value $17,804,921.
13F-HR 0001085146-25-002684 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 30,593 sharesChange vs previous 13F +5,171 shares
0.31% of the 13F portfolio, value $16,109,211.
13F-HR 0001085146-25-000406 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 25,422 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $12,553,301.
13F-HR 0001085146-24-005039 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).