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Foundations Investment Advisors, LLC: RKLB position timeline

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

Foundations Investment Advisors, LLC held 94,052 RKLB 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 94,052 shares
    Change vs previous 13F -2,941 shares

    0.1% of the 13F portfolio, value $9,560,483.

    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 96,993 shares
    Change vs previous 13F +5,818 shares

    0.08% of the 13F portfolio, value $6,228,865.

    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 91,175 shares
    Change vs previous 13F +15,719 shares

    0.08% of the 13F portfolio, value $6,360,368.

    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 75,456 shares
    Change vs previous 13F +4,071 shares

    0.05% of the 13F portfolio, value $3,615,097.

    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 71,385 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,553,441.

    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).