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Foundations Investment Advisors, LLC: OBDC position timeline

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

Foundations Investment Advisors, LLC held 49,148 OBDC 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 49,148 shares
    Change vs previous 13F -10,272 shares

    0.01% of the 13F portfolio, value $534,238.

    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 59,420 shares
    Change vs previous 13F +19,196 shares

    0.01% of the 13F portfolio, value $657,188.

    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 40,224 shares
    Change vs previous 13F +16,956 shares

    0.01% of the 13F portfolio, value $499,989.

    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 23,268 shares
    Change vs previous 13F +3,390 shares

    <0.01% of the 13F portfolio, value $297,134.

    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 19,878 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $285,050.

    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).