Skip to content
Disclosery

Foundations Investment Advisors, LLC: SMH position timeline

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

Foundations Investment Advisors, LLC held 12,975 SMH 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 12,975 shares
    Change vs previous 13F +2,795 shares

    0.09% of the 13F portfolio, value $8,510,000.

    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 10,180 shares
    Change vs previous 13F +1,260 shares

    0.05% of the 13F portfolio, value $3,902,911.

    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 8,920 shares
    Change vs previous 13F +1,275 shares

    0.04% of the 13F portfolio, value $3,212,292.

    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 7,645 shares
    Change vs previous 13F -203 shares

    0.04% of the 13F portfolio, value $2,494,904.

    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 7,848 shares
    Change vs previous 13F +2,471 shares

    0.03% of the 13F portfolio, value $2,188,767.

    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 5,377 shares
    Change vs previous 13F -185,448 shares

    0.02% of the 13F portfolio, value $1,137,095.

    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 190,825 shares
    Change vs previous 13F +32,842 shares

    0.89% of the 13F portfolio, value $46,212,007.

    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 157,983 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $38,776,884.

    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).