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Foundations Investment Advisors, LLC: PHYS position timeline

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

Foundations Investment Advisors, LLC held 276,021 PHYS 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 276,021 shares
    Change vs previous 13F +247,898 shares

    0.09% of the 13F portfolio, value $8,327,554.

    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 28,123 shares
    Change vs previous 13F -4,090 shares

    0.01% of the 13F portfolio, value $996,679.

    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 32,213 shares
    Change vs previous 13F +3,200 shares

    0.01% of the 13F portfolio, value $1,063,673.

    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 29,013 shares
    Change vs previous 13F -4,341 shares

    0.01% of the 13F portfolio, value $859,365.

    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 33,354 shares
    Change vs previous 13F +791 shares

    0.01% of the 13F portfolio, value $845,524.

    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 32,563 shares
    Change vs previous 13F +5,302 shares

    0.01% of the 13F portfolio, value $783,466.

    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 27,261 shares
    Change vs previous 13F +7,179 shares

    0.01% of the 13F portfolio, value $549,037.

    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 20,082 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $409,271.

    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).