Foundations Investment Advisors, LLC: QTWO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundations Investment Advisors, LLC on QTWO, newest first. How the timeline and the estimate are built.
Foundations Investment Advisors, LLC held 13,009 QTWO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 13,009 sharesChange vs previous 13F -6 shares
0.01% of the 13F portfolio, value $625,733.
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 13,015 sharesChange vs previous 13F -11 shares
0.01% of the 13F portfolio, value $615,610.
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 13,026 sharesChange vs previous 13F +11 shares
0.01% of the 13F portfolio, value $939,956.
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 13,015 sharesChange vs previous 13F +5 shares
0.01% of the 13F portfolio, value $942,156.
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 13,010 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $1,217,606.
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 13,010 sharesChange vs previous 13F -1,824 shares
0.02% of the 13F portfolio, value $1,040,930.
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 14,834 sharesChange vs previous 13F +1,810 shares
0.03% of the 13F portfolio, value $1,493,042.
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 13,024 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,038,924.
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).