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Foundations Investment Advisors, LLC: SFLR position timeline

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

Foundations Investment Advisors, LLC held 89,999 SFLR 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 89,999 shares
    Change vs previous 13F +9,727 shares

    0.04% of the 13F portfolio, value $3,472,179.

    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 80,272 shares
    Change vs previous 13F +4,977 shares

    0.04% of the 13F portfolio, value $2,842,442.

    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 75,295 shares
    Change vs previous 13F +32,798 shares

    0.04% of the 13F portfolio, value $2,775,376.

    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 42,497 shares
    Change vs previous 13F +9,497 shares

    0.02% of the 13F portfolio, value $1,531,164.

    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 33,000 shares
    Change vs previous 13F +3,651 shares

    0.02% of the 13F portfolio, value $1,107,799.

    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 29,349 shares
    Change vs previous 13F +15,968 shares

    0.02% of the 13F portfolio, value $921,263.

    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 13,381 shares
    Change vs previous 13F +4,963 shares

    0.01% of the 13F portfolio, value $436,880.

    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 8,418 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $267,782.

    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).