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Foundations Investment Advisors, LLC: OEF position timeline

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

Foundations Investment Advisors, LLC held 7,148 OEF 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 7,148 shares
    Change vs previous 13F -2,890 shares

    0.03% of the 13F portfolio, value $2,615,119.

    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 10,038 shares
    Change vs previous 13F -364,507 shares

    0.04% of the 13F portfolio, value $3,192,765.

    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 374,545 shares
    Change vs previous 13F +29,327 shares

    1.68% of the 13F portfolio, value $128,457,535.

    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 345,218 shares
    Change vs previous 13F +179,211 shares

    1.67% of the 13F portfolio, value $114,902,253.

    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 166,007 shares
    Change vs previous 13F +51,137 shares

    0.8% of the 13F portfolio, value $50,524,353.

    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 114,870 shares
    Change vs previous 13F +85,919 shares

    0.57% of the 13F portfolio, value $31,110,355.

    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 28,951 shares
    Change vs previous 13F +1,340 shares

    0.16% of the 13F portfolio, value $8,362,542.

    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 27,611 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $7,641,533.

    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).