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Foundations Investment Advisors, LLC: SPIP position timeline

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

Foundations Investment Advisors, LLC held 92,292 SPIP 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 92,292 shares
    Change vs previous 13F +11,768 shares

    0.02% of the 13F portfolio, value $2,370,046.

    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 80,524 shares
    Change vs previous 13F +21,701 shares

    0.03% of the 13F portfolio, value $2,094,427.

    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 58,823 shares
    Change vs previous 13F +10,595 shares

    0.02% of the 13F portfolio, value $1,526,468.

    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 48,228 shares
    Change vs previous 13F +7,924 shares

    0.02% of the 13F portfolio, value $1,269,129.

    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 40,304 shares
    Change vs previous 13F +16,478 shares

    0.02% of the 13F portfolio, value $1,050,316.

    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 23,826 shares
    Change vs previous 13F +1,940 shares

    0.01% of the 13F portfolio, value $628,521.

    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 21,886 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $553,943.

    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).