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Foundations Investment Advisors, LLC: SPBO position timeline

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

Foundations Investment Advisors, LLC held 269,799 SPBO 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 269,799 shares
    Change vs previous 13F +34,170 shares

    0.08% of the 13F portfolio, value $7,834,948.

    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 235,629 shares
    Change vs previous 13F +62,836 shares

    0.08% of the 13F portfolio, value $6,840,298.

    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 172,793 shares
    Change vs previous 13F +30,933 shares

    0.07% of the 13F portfolio, value $5,069,736.

    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 141,860 shares
    Change vs previous 13F +32,513 shares

    0.06% of the 13F portfolio, value $4,203,316.

    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 109,347 shares
    Change vs previous 13F +49,859 shares

    0.05% of the 13F portfolio, value $3,195,117.

    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 59,488 shares
    Change vs previous 13F +5,626 shares

    0.03% of the 13F portfolio, value $1,726,928.

    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 53,862 shares
    Change vs previous 13F -32,212 shares

    0.03% of the 13F portfolio, value $1,542,621.

    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 86,074 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,584,807.

    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).