Skip to content
Disclosery

Foundations Investment Advisors, LLC: SPDW position timeline

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

Foundations Investment Advisors, LLC held 330,759 SPDW 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 330,759 shares
    Change vs previous 13F +44,388 shares

    0.17% of the 13F portfolio, value $16,666,948.

    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 286,371 shares
    Change vs previous 13F +49,757 shares

    0.16% of the 13F portfolio, value $13,072,814.

    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 236,614 shares
    Change vs previous 13F -6,863 shares

    0.14% of the 13F portfolio, value $10,508,011.

    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 243,477 shares
    Change vs previous 13F +75,932 shares

    0.15% of the 13F portfolio, value $10,418,399.

    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 167,545 shares
    Change vs previous 13F +24,996 shares

    0.11% of the 13F portfolio, value $6,783,910.

    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 142,549 shares
    Change vs previous 13F +20,779 shares

    0.1% of the 13F portfolio, value $5,190,213.

    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 121,770 shares
    Change vs previous 13F +51,321 shares

    0.08% of the 13F portfolio, value $4,156,013.

    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 70,449 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,646,067.

    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).