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Foundations Investment Advisors, LLC: SPGI position timeline

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

Foundations Investment Advisors, LLC held 2,553 SPGI 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 2,553 shares
    Change vs previous 13F -1,197 shares

    0.01% of the 13F portfolio, value $1,039,681.

    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 3,750 shares
    Change vs previous 13F -252 shares

    0.02% of the 13F portfolio, value $1,595,047.

    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 4,002 shares
    Change vs previous 13F +1,306 shares

    0.03% of the 13F portfolio, value $2,091,184.

    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 2,696 shares
    Change vs previous 13F -87 shares

    0.02% of the 13F portfolio, value $1,312,199.

    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 2,783 shares
    Change vs previous 13F +95 shares

    0.02% of the 13F portfolio, value $1,467,215.

    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 2,688 shares
    Change vs previous 13F +27 shares

    0.03% of the 13F portfolio, value $1,365,646.

    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 2,661 shares
    Change vs previous 13F +433 shares

    0.03% of the 13F portfolio, value $1,325,102.

    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 2,228 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,150,975.

    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).