Foundations Investment Advisors, LLC: MCK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundations Investment Advisors, LLC on MCK, newest first. How the timeline and the estimate are built.
Foundations Investment Advisors, LLC held 2,882 MCK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 2,882 sharesChange vs previous 13F +16 shares
0.02% of the 13F portfolio, value $2,177,641.
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 2,866 sharesChange vs previous 13F -90 shares
0.03% of the 13F portfolio, value $2,479,702.
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 2,956 sharesChange vs previous 13F +625 shares
0.03% of the 13F portfolio, value $2,424,403.
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 2,331 sharesChange vs previous 13F -12 shares
0.03% of the 13F portfolio, value $1,800,889.
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 2,343 sharesChange vs previous 13F -88 shares
0.03% of the 13F portfolio, value $1,717,183.
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 2,431 sharesChange vs previous 13F -22,190 shares
0.03% of the 13F portfolio, value $1,635,762.
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 24,621 sharesChange vs previous 13F +4,320 shares
0.27% of the 13F portfolio, value $14,031,974.
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 20,301 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $10,037,054.
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).