Skip to content

Foundations Investment Advisors, LLC: SPYG position timeline

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

Foundations Investment Advisors, LLC held 40,750 SPYG 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 40,750 shares
    Change vs previous 13F -3,503 shares

    0.05% of the 13F portfolio, value $4,848,801.

    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 44,253 shares
    Change vs previous 13F +4,303 shares

    0.05% of the 13F portfolio, value $4,332,819.

    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 39,950 shares
    Change vs previous 13F -3,659 shares

    0.06% of the 13F portfolio, value $4,262,692.

    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 43,609 shares
    Change vs previous 13F +2,979 shares

    0.07% of the 13F portfolio, value $4,557,617.

    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 40,630 shares
    Change vs previous 13F -2,100 shares

    0.06% of the 13F portfolio, value $3,872,849.

    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 42,730 shares
    Change vs previous 13F +11,927 shares

    0.06% of the 13F portfolio, value $3,434,184.

    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 30,803 shares
    Change vs previous 13F -23,620 shares

    0.05% of the 13F portfolio, value $2,707,577.

    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 54,423 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,513,841.

    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).