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Foundations Investment Advisors, LLC: SPG position timeline

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

Foundations Investment Advisors, LLC held 13,745 SPG 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 13,745 shares
    Change vs previous 13F -123 shares

    0.03% of the 13F portfolio, value $3,074,139.

    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 13,868 shares
    Change vs previous 13F -5,787 shares

    0.03% of the 13F portfolio, value $2,586,817.

    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 19,655 shares
    Change vs previous 13F -485 shares

    0.05% of the 13F portfolio, value $3,638,283.

    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 20,140 shares
    Change vs previous 13F +318 shares

    0.05% of the 13F portfolio, value $3,779,679.

    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 19,822 shares
    Change vs previous 13F +1,775 shares

    0.05% of the 13F portfolio, value $3,186,619.

    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 18,047 shares
    Change vs previous 13F -13,587 shares

    0.06% of the 13F portfolio, value $2,997,304.

    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 31,634 shares
    Change vs previous 13F +155 shares

    0.11% of the 13F portfolio, value $5,447,667.

    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 31,479 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $5,320,617.

    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).