Foundations Investment Advisors, LLC: PVI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundations Investment Advisors, LLC on PVI, newest first. How the timeline and the estimate are built.
Foundations Investment Advisors, LLC held 50,210 PVI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 50,210 sharesChange vs previous 13F +4,394 shares
0.01% of the 13F portfolio, value $1,249,471.
13F-HR 0001743404-26-000008 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 45,816 sharesChange vs previous 13F +8,106 shares
0.01% of the 13F portfolio, value $1,139,445.
13F-HR 0001743404-26-000005 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 37,710 sharesChange vs previous 13F +16,492 shares
0.01% of the 13F portfolio, value $939,726.
13F-HR 0001085146-26-000181 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 21,218 sharesChange vs previous 13F +3,087 shares
0.01% of the 13F portfolio, value $526,832.
13F-HR 0001743404-25-000008 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,131 sharesChange vs previous 13F +5,714 shares
0.01% of the 13F portfolio, value $449,397.
13F-HR 0001085146-25-004733 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,417 sharesChange vs previous 13F +2,543 shares
0.01% of the 13F portfolio, value $308,247.
13F-HR 0001085146-25-002684 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,874 sharesChange vs previous 13F -1,379 shares
<0.01% of the 13F portfolio, value $243,979.
13F-HR 0001085146-25-000406 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,253 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $279,695.
13F-HR 0001085146-24-005039 filed by Foundations Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).