Skip to content
Disclosery

Foundations Investment Advisors, LLC: SHYG position timeline

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

Foundations Investment Advisors, LLC held 84,136 SHYG 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 84,136 shares
    Change vs previous 13F +3,839 shares

    0.04% of the 13F portfolio, value $3,568,227.

    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 80,297 shares
    Change vs previous 13F +21,523 shares

    0.04% of the 13F portfolio, value $3,397,358.

    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 58,774 shares
    Change vs previous 13F +4,490 shares

    0.03% of the 13F portfolio, value $2,519,653.

    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 54,284 shares
    Change vs previous 13F -724 shares

    0.03% of the 13F portfolio, value $2,350,494.

    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 55,008 shares
    Change vs previous 13F -11,655 shares

    0.04% of the 13F portfolio, value $2,373,057.

    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 66,663 shares
    Change vs previous 13F +25,608 shares

    0.05% of the 13F portfolio, value $2,834,515.

    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 41,055 shares
    Change vs previous 13F -5,679 shares

    0.03% of the 13F portfolio, value $1,749,353.

    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 46,734 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,029,184.

    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).