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Foundations Investment Advisors, LLC: QYLD position timeline

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

Foundations Investment Advisors, LLC held 56,004 QYLD 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 56,004 shares
    Change vs previous 13F -9,799 shares

    0.01% of the 13F portfolio, value $1,032,150.

    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 65,803 shares
    Change vs previous 13F -10,356 shares

    0.01% of the 13F portfolio, value $1,128,516.

    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 76,159 shares
    Change vs previous 13F +15,360 shares

    0.02% of the 13F portfolio, value $1,345,737.

    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 60,799 shares
    Change vs previous 13F -729 shares

    0.02% of the 13F portfolio, value $1,034,198.

    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 61,528 shares
    Change vs previous 13F +7,677 shares

    0.02% of the 13F portfolio, value $1,028,741.

    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 53,851 shares
    Change vs previous 13F +2,204 shares

    0.02% of the 13F portfolio, value $895,550.

    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 51,647 shares
    Change vs previous 13F +8,971 shares

    0.02% of the 13F portfolio, value $941,017.

    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 42,676 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $769,868.

    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).