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Foundations Investment Advisors, LLC: SHV position timeline

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

Foundations Investment Advisors, LLC held 587,723 SHV 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 587,723 shares
    Change vs previous 13F +193,745 shares

    0.67% of the 13F portfolio, value $64,855,199.

    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 393,978 shares
    Change vs previous 13F +37,435 shares

    0.54% of the 13F portfolio, value $43,491,215.

    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 356,543 shares
    Change vs previous 13F -118,881 shares

    0.52% of the 13F portfolio, value $39,273,223.

    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 475,424 shares
    Change vs previous 13F +12,561 shares

    0.76% of the 13F portfolio, value $52,529,590.

    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 462,863 shares
    Change vs previous 13F +52,011 shares

    0.81% of the 13F portfolio, value $51,109,303.

    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 410,852 shares
    Change vs previous 13F -4,759 shares

    0.84% of the 13F portfolio, value $45,382,712.

    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 415,611 shares
    Change vs previous 13F -48,480 shares

    0.88% of the 13F portfolio, value $45,762,918.

    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 464,091 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $51,342,384.

    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).