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Foundations Investment Advisors, LLC: SCHZ position timeline

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

Foundations Investment Advisors, LLC held 19,986 SCHZ 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 19,986 shares
    Change vs previous 13F +6,693 shares

    <0.01% of the 13F portfolio, value $462,287.

    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 13,293 shares
    Change vs previous 13F -136,666 shares

    <0.01% of the 13F portfolio, value $308,670.

    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 149,959 shares
    Change vs previous 13F +17,030 shares

    0.05% of the 13F portfolio, value $3,504,551.

    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 132,929 shares
    Change vs previous 13F +8,008 shares

    0.05% of the 13F portfolio, value $3,119,843.

    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 124,921 shares
    Change vs previous 13F +10,067 shares

    0.05% of the 13F portfolio, value $2,903,174.

    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 114,854 shares
    Change vs previous 13F +8,274 shares

    0.05% of the 13F portfolio, value $2,660,019.

    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 106,580 shares
    Change vs previous 13F +61,199 shares

    0.05% of the 13F portfolio, value $2,419,355.

    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 45,381 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,156,524.

    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).