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Foundations Investment Advisors, LLC: PJUL position timeline

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

Foundations Investment Advisors, LLC held 46,636 PJUL 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 46,636 shares
    Change vs previous 13F -5,345 shares

    0.02% of the 13F portfolio, value $2,276,303.

    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 51,981 shares
    Change vs previous 13F -3,829 shares

    0.03% of the 13F portfolio, value $2,389,437.

    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 55,810 shares
    Change vs previous 13F +2,400 shares

    0.03% of the 13F portfolio, value $2,591,258.

    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 53,410 shares
    Change vs previous 13F -1,776 shares

    0.04% of the 13F portfolio, value $2,435,496.

    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 55,186 shares
    Change vs previous 13F -229 shares

    0.04% of the 13F portfolio, value $2,419,906.

    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 55,415 shares
    Change vs previous 13F -3,909 shares

    0.04% of the 13F portfolio, value $2,227,129.

    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 59,324 shares
    Change vs previous 13F +2,457 shares

    0.05% of the 13F portfolio, value $2,442,369.

    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 56,867 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,301,971.

    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).