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Foundations Investment Advisors, LLC: SHY position timeline

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

Foundations Investment Advisors, LLC held 145,006 SHY 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 145,006 shares
    Change vs previous 13F -17,451 shares

    0.12% of the 13F portfolio, value $11,906,479.

    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 162,457 shares
    Change vs previous 13F +16,668 shares

    0.17% of the 13F portfolio, value $13,414,088.

    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 145,789 shares
    Change vs previous 13F -12,926 shares

    0.16% of the 13F portfolio, value $12,074,224.

    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 158,715 shares
    Change vs previous 13F -172,407 shares

    0.19% of the 13F portfolio, value $13,167,011.

    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 331,122 shares
    Change vs previous 13F +158,306 shares

    0.43% of the 13F portfolio, value $27,436,749.

    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 172,816 shares
    Change vs previous 13F -7,301 shares

    0.26% of the 13F portfolio, value $14,297,077.

    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 180,117 shares
    Change vs previous 13F -191,183 shares

    0.29% of the 13F portfolio, value $14,766,015.

    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 371,300 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $30,873,554.

    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).