Skip to content
Disclosery

Foundations Investment Advisors, LLC: MBB position timeline

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

Foundations Investment Advisors, LLC held 559,163 MBB 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 559,163 shares
    Change vs previous 13F +58,645 shares

    0.54% of the 13F portfolio, value $52,852,123.

    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 500,518 shares
    Change vs previous 13F +51,048 shares

    0.59% of the 13F portfolio, value $47,524,201.

    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 449,470 shares
    Change vs previous 13F +27,098 shares

    0.56% of the 13F portfolio, value $42,798,505.

    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 422,372 shares
    Change vs previous 13F -26,832 shares

    0.58% of the 13F portfolio, value $40,188,683.

    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 449,204 shares
    Change vs previous 13F +58,871 shares

    0.67% of the 13F portfolio, value $42,175,806.

    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 390,333 shares
    Change vs previous 13F +20,294 shares

    0.68% of the 13F portfolio, value $36,605,456.

    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 370,039 shares
    Change vs previous 13F +51,509 shares

    0.65% of the 13F portfolio, value $33,925,207.

    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 318,530 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $30,518,339.

    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).