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Foundations Investment Advisors, LLC: SCHX position timeline

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

Foundations Investment Advisors, LLC held 262,614 SCHX 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 262,614 shares
    Change vs previous 13F +34,085 shares

    0.08% of the 13F portfolio, value $7,728,743.

    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 228,529 shares
    Change vs previous 13F -204,834 shares

    0.07% of the 13F portfolio, value $5,859,492.

    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 433,363 shares
    Change vs previous 13F +55,374 shares

    0.15% of the 13F portfolio, value $11,661,796.

    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 377,989 shares
    Change vs previous 13F -714,439 shares

    0.14% of the 13F portfolio, value $9,956,238.

    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 1,092,428 shares
    Change vs previous 13F +123,552 shares

    0.42% of the 13F portfolio, value $26,698,935.

    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 968,876 shares
    Change vs previous 13F +158,464 shares

    0.39% of the 13F portfolio, value $21,392,772.

    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 810,412 shares
    Change vs previous 13F +562,828 shares

    0.36% of the 13F portfolio, value $18,785,360.

    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 247,584 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $16,798,549.

    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).