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Foundations Investment Advisors, LLC: SCHJ position timeline

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

Foundations Investment Advisors, LLC held 83,507 SCHJ 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 83,507 shares
    Change vs previous 13F +5,961 shares

    0.02% of the 13F portfolio, value $2,059,289.

    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 77,546 shares
    Change vs previous 13F -40,501 shares

    0.02% of the 13F portfolio, value $1,917,323.

    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 118,047 shares
    Change vs previous 13F +12,883 shares

    0.04% of the 13F portfolio, value $2,939,360.

    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 105,164 shares
    Change vs previous 13F +5,815 shares

    0.04% of the 13F portfolio, value $2,623,325.

    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 99,349 shares
    Change vs previous 13F +10,486 shares

    0.04% of the 13F portfolio, value $2,464,842.

    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 88,863 shares
    Change vs previous 13F +5,473 shares

    0.04% of the 13F portfolio, value $2,189,574.

    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 83,390 shares
    Change vs previous 13F +46,556 shares

    0.04% of the 13F portfolio, value $2,032,631.

    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 36,834 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,827,326.

    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).