Skip to content
Disclosery

Foundations Investment Advisors, LLC: SCHR position timeline

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

Foundations Investment Advisors, LLC held 281,773 SCHR 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 281,773 shares
    Change vs previous 13F +17,713 shares

    0.07% of the 13F portfolio, value $6,948,526.

    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 264,060 shares
    Change vs previous 13F +47,285 shares

    0.08% of the 13F portfolio, value $6,577,747.

    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 216,775 shares
    Change vs previous 13F +24,777 shares

    0.07% of the 13F portfolio, value $5,436,724.

    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 191,998 shares
    Change vs previous 13F +17,435 shares

    0.07% of the 13F portfolio, value $4,824,920.

    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 174,563 shares
    Change vs previous 13F +15,187 shares

    0.07% of the 13F portfolio, value $4,369,316.

    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 159,376 shares
    Change vs previous 13F +13,196 shares

    0.07% of the 13F portfolio, value $3,962,076.

    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 146,180 shares
    Change vs previous 13F +80,905 shares

    0.07% of the 13F portfolio, value $3,550,713.

    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 65,275 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,302,898.

    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).