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Foundations Investment Advisors, LLC: SPEM position timeline

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

Foundations Investment Advisors, LLC held 84,610 SPEM 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 84,610 shares
    Change vs previous 13F +12,744 shares

    0.05% of the 13F portfolio, value $4,381,095.

    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 71,866 shares
    Change vs previous 13F +10,493 shares

    0.04% of the 13F portfolio, value $3,371,250.

    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 61,373 shares
    Change vs previous 13F +11,618 shares

    0.04% of the 13F portfolio, value $2,872,883.

    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 49,755 shares
    Change vs previous 13F +12,334 shares

    0.03% of the 13F portfolio, value $2,329,019.

    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 37,421 shares
    Change vs previous 13F +4,477 shares

    0.03% of the 13F portfolio, value $1,599,370.

    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 32,944 shares
    Change vs previous 13F -5,561 shares

    0.02% of the 13F portfolio, value $1,297,023.

    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 38,505 shares
    Change vs previous 13F -778 shares

    0.03% of the 13F portfolio, value $1,477,448.

    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 39,283 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,621,615.

    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).