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Foundations Investment Advisors, LLC: PFEB position timeline

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

Foundations Investment Advisors, LLC held 42,128 PFEB 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 42,128 shares
    Change vs previous 13F -1,364 shares

    0.02% of the 13F portfolio, value $1,814,032.

    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 43,492 shares
    Change vs previous 13F +13,628 shares

    0.02% of the 13F portfolio, value $1,744,029.

    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 29,864 shares
    Change vs previous 13F -1,037 shares

    0.02% of the 13F portfolio, value $1,216,029.

    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 30,901 shares
    Change vs previous 13F -5,518 shares

    0.02% of the 13F portfolio, value $1,226,461.

    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 36,419 shares
    Change vs previous 13F +11,211 shares

    0.02% of the 13F portfolio, value $1,384,286.

    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 25,208 shares
    Change vs previous 13F +2,253 shares

    0.02% of the 13F portfolio, value $902,951.

    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 22,955 shares
    Change vs previous 13F -270 shares

    0.02% of the 13F portfolio, value $844,744.

    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 23,225 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $837,029.

    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).