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Foundations Investment Advisors, LLC: SCHF position timeline

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

Foundations Investment Advisors, LLC held 170,948 SCHF 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 170,948 shares
    Change vs previous 13F +3,330 shares

    0.05% of the 13F portfolio, value $4,735,259.

    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 167,618 shares
    Change vs previous 13F +14,250 shares

    0.05% of the 13F portfolio, value $4,148,535.

    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 153,368 shares
    Change vs previous 13F +2,199 shares

    0.05% of the 13F portfolio, value $3,686,972.

    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 151,169 shares
    Change vs previous 13F +58,347 shares

    0.05% of the 13F portfolio, value $3,519,226.

    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 92,822 shares
    Change vs previous 13F +21,890 shares

    0.03% of the 13F portfolio, value $2,051,356.

    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 70,932 shares
    Change vs previous 13F +3,010 shares

    0.03% of the 13F portfolio, value $1,403,028.

    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 67,922 shares
    Change vs previous 13F +39,115 shares

    0.02% of the 13F portfolio, value $1,256,565.

    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 28,807 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,184,527.

    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).