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Foundations Investment Advisors, LLC: QUAL position timeline

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

Foundations Investment Advisors, LLC held 191,546 QUAL 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 191,546 shares
    Change vs previous 13F -406,110 shares

    0.43% of the 13F portfolio, value $42,030,936.

    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 597,656 shares
    Change vs previous 13F +61,633 shares

    1.42% of the 13F portfolio, value $114,636,448.

    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 536,023 shares
    Change vs previous 13F -291,725 shares

    1.4% of the 13F portfolio, value $106,464,795.

    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 827,748 shares
    Change vs previous 13F -25,869 shares

    2.34% of the 13F portfolio, value $160,997,043.

    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 853,617 shares
    Change vs previous 13F +102,231 shares

    2.46% of the 13F portfolio, value $156,058,173.

    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 751,386 shares
    Change vs previous 13F +58,444 shares

    2.37% of the 13F portfolio, value $128,404,285.

    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 692,942 shares
    Change vs previous 13F +32,573 shares

    2.38% of the 13F portfolio, value $123,399,088.

    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 660,369 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $118,404,203.

    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).