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Foundations Investment Advisors, LLC: SPHY position timeline

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

Foundations Investment Advisors, LLC held 579,909 SPHY 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 579,909 shares
    Change vs previous 13F +202,910 shares

    0.14% of the 13F portfolio, value $13,593,061.

    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 376,999 shares
    Change vs previous 13F +117,441 shares

    0.11% of the 13F portfolio, value $8,791,628.

    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 259,558 shares
    Change vs previous 13F +85,915 shares

    0.08% of the 13F portfolio, value $6,143,743.

    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 173,643 shares
    Change vs previous 13F +62,370 shares

    0.06% of the 13F portfolio, value $4,157,012.

    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 111,273 shares
    Change vs previous 13F +27,726 shares

    0.04% of the 13F portfolio, value $2,648,298.

    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 83,547 shares
    Change vs previous 13F -25,733 shares

    0.04% of the 13F portfolio, value $1,956,660.

    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 109,280 shares
    Change vs previous 13F -2,840 shares

    0.05% of the 13F portfolio, value $2,564,794.

    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 112,120 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,696,486.

    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).