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Foundations Investment Advisors, LLC: SPTS position timeline

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

Foundations Investment Advisors, LLC held 267,736 SPTS 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 267,736 shares
    Change vs previous 13F +39,491 shares

    0.08% of the 13F portfolio, value $7,767,027.

    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 228,245 shares
    Change vs previous 13F +51,948 shares

    0.08% of the 13F portfolio, value $6,660,199.

    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 176,297 shares
    Change vs previous 13F +78,375 shares

    0.07% of the 13F portfolio, value $5,161,968.

    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 97,922 shares
    Change vs previous 13F -77,502 shares

    0.04% of the 13F portfolio, value $2,871,059.

    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 175,424 shares
    Change vs previous 13F +80,936 shares

    0.08% of the 13F portfolio, value $5,138,174.

    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 94,488 shares
    Change vs previous 13F +22,903 shares

    0.05% of the 13F portfolio, value $2,762,832.

    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 71,585 shares
    Change vs previous 13F +5,941 shares

    0.04% of the 13F portfolio, value $2,076,674.

    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 65,644 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,930,588.

    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).