Skip to content
Disclosery

Foundations Investment Advisors, LLC: SPYM position timeline

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

Foundations Investment Advisors, LLC held 116,689 SPYM 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 116,689 shares
    Change vs previous 13F -2,308 shares

    0.11% of the 13F portfolio, value $10,254,596.

    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 118,997 shares
    Change vs previous 13F -56,021 shares

    0.11% of the 13F portfolio, value $9,108,058.

    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 175,018 shares
    Change vs previous 13F -21,386 shares

    0.18% of the 13F portfolio, value $14,039,976.

    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 196,404 shares
    Change vs previous 13F +149,596 shares

    0.22% of the 13F portfolio, value $15,386,285.

    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 46,808 shares
    Change vs previous 13F -1,674 shares

    0.05% of the 13F portfolio, value $3,402,483.

    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 48,482 shares
    Change vs previous 13F +446 shares

    0.06% of the 13F portfolio, value $3,188,147.

    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 48,036 shares
    Change vs previous 13F -8,461 shares

    0.06% of the 13F portfolio, value $3,311,595.

    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 56,497 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,814,118.

    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).