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Foundations Investment Advisors, LLC: SGOL position timeline

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

Foundations Investment Advisors, LLC held 41,234 SGOL 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 41,234 shares
    Change vs previous 13F -41,346 shares

    0.02% of the 13F portfolio, value $1,576,376.

    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 82,580 shares
    Change vs previous 13F +74,178 shares

    0.05% of the 13F portfolio, value $3,684,720.

    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 8,402 shares
    Change vs previous 13F -865 shares

    <0.01% of the 13F portfolio, value $345,154.

    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 9,267 shares
    Change vs previous 13F -61,056 shares

    <0.01% of the 13F portfolio, value $341,118.

    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 70,323 shares
    Change vs previous 13F -51,330 shares

    0.04% of the 13F portfolio, value $2,217,987.

    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 121,653 shares
    Change vs previous 13F +50,482 shares

    0.07% of the 13F portfolio, value $3,627,692.

    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 71,171 shares
    Change vs previous 13F +12,348 shares

    0.03% of the 13F portfolio, value $1,782,834.

    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 58,823 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,478,222.

    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).