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Foundations Investment Advisors, LLC: MTUM position timeline

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

Foundations Investment Advisors, LLC held 352,034 MTUM 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 352,034 shares
    Change vs previous 13F -88,335 shares

    1.24% of the 13F portfolio, value $120,687,947.

    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 440,369 shares
    Change vs previous 13F +39,967 shares

    1.31% of the 13F portfolio, value $105,684,156.

    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 400,402 shares
    Change vs previous 13F +143,329 shares

    1.31% of the 13F portfolio, value $100,224,616.

    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 257,073 shares
    Change vs previous 13F -76,656 shares

    0.96% of the 13F portfolio, value $65,926,442.

    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 333,729 shares
    Change vs previous 13F -33,201 shares

    1.27% of the 13F portfolio, value $80,201,821.

    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 366,930 shares
    Change vs previous 13F +141,897 shares

    1.37% of the 13F portfolio, value $74,167,612.

    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 225,033 shares
    Change vs previous 13F +159,916 shares

    0.9% of the 13F portfolio, value $46,563,928.

    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 65,117 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $13,203,075.

    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).