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Foundations Investment Advisors, LLC: OUNZ position timeline

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

Foundations Investment Advisors, LLC held 55,916 OUNZ 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 55,916 shares
    Change vs previous 13F +6,523 shares

    0.02% of the 13F portfolio, value $2,157,798.

    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 49,393 shares
    Change vs previous 13F +401 shares

    0.03% of the 13F portfolio, value $2,225,155.

    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 48,992 shares
    Change vs previous 13F +3,203 shares

    0.03% of the 13F portfolio, value $2,032,188.

    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 45,789 shares
    Change vs previous 13F +7,743 shares

    0.02% of the 13F portfolio, value $1,702,893.

    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 38,046 shares
    Change vs previous 13F +4,248 shares

    0.02% of the 13F portfolio, value $1,213,287.

    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 33,798 shares
    Change vs previous 13F +1,695 shares

    0.02% of the 13F portfolio, value $1,018,672.

    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 32,103 shares
    Change vs previous 13F +5,533 shares

    0.02% of the 13F portfolio, value $812,206.

    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 26,570 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $674,612.

    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).