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Foundations Investment Advisors, LLC: PEG position timeline

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

Foundations Investment Advisors, LLC held 261,886 PEG 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 261,886 shares
    Change vs previous 13F +47,443 shares

    0.22% of the 13F portfolio, value $21,254,677.

    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 214,443 shares
    Change vs previous 13F +31,561 shares

    0.22% of the 13F portfolio, value $17,359,140.

    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 182,882 shares
    Change vs previous 13F +27,105 shares

    0.19% of the 13F portfolio, value $14,685,406.

    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 155,777 shares
    Change vs previous 13F +16,832 shares

    0.19% of the 13F portfolio, value $13,001,177.

    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 138,945 shares
    Change vs previous 13F +32,630 shares

    0.18% of the 13F portfolio, value $11,696,366.

    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 106,315 shares
    Change vs previous 13F +18,694 shares

    0.16% of the 13F portfolio, value $8,749,719.

    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 87,621 shares
    Change vs previous 13F +18,627 shares

    0.14% of the 13F portfolio, value $7,403,135.

    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 68,994 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $6,154,961.

    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).