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Foundations Investment Advisors, LLC: SCHQ position timeline

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

Foundations Investment Advisors, LLC held 51,095 SCHQ 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 51,095 shares
    Change vs previous 13F +3,342 shares

    0.02% of the 13F portfolio, value $1,599,287.

    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 47,753 shares
    Change vs previous 13F +3,909 shares

    0.02% of the 13F portfolio, value $1,500,888.

    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 43,844 shares
    Change vs previous 13F +5,073 shares

    0.02% of the 13F portfolio, value $1,389,846.

    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 38,771 shares
    Change vs previous 13F +2,499 shares

    0.02% of the 13F portfolio, value $1,252,693.

    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 36,272 shares
    Change vs previous 13F +2,916 shares

    0.02% of the 13F portfolio, value $1,156,698.

    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 33,356 shares
    Change vs previous 13F +2,552 shares

    0.02% of the 13F portfolio, value $1,092,755.

    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 30,804 shares
    Change vs previous 13F +4,638 shares

    0.02% of the 13F portfolio, value $968,185.

    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 26,166 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $915,564.

    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).