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Foundations Investment Advisors, LLC: SEIX position timeline

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

Foundations Investment Advisors, LLC held 191,365 SEIX 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 191,365 shares
    Change vs previous 13F -25,852 shares

    0.05% of the 13F portfolio, value $4,426,270.

    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 217,217 shares
    Change vs previous 13F -32,007 shares

    0.06% of the 13F portfolio, value $5,009,112.

    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 249,224 shares
    Change vs previous 13F +29,517 shares

    0.08% of the 13F portfolio, value $5,818,146.

    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 219,707 shares
    Change vs previous 13F +10,995 shares

    0.08% of the 13F portfolio, value $5,182,897.

    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 208,712 shares
    Change vs previous 13F -31,469 shares

    0.08% of the 13F portfolio, value $4,917,246.

    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 240,181 shares
    Change vs previous 13F +5,869 shares

    0.1% of the 13F portfolio, value $5,670,673.

    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 234,312 shares
    Change vs previous 13F +47,934 shares

    0.11% of the 13F portfolio, value $5,607,090.

    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 186,378 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,435,805.

    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).