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Foundations Investment Advisors, LLC: SRLN position timeline

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

Foundations Investment Advisors, LLC held 63,710 SRLN 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 63,710 shares
    Change vs previous 13F +16,075 shares

    0.03% of the 13F portfolio, value $2,566,888.

    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 47,635 shares
    Change vs previous 13F +10,770 shares

    0.02% of the 13F portfolio, value $1,912,055.

    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 36,865 shares
    Change vs previous 13F -5,177 shares

    0.02% of the 13F portfolio, value $1,521,437.

    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 42,042 shares
    Change vs previous 13F -14,838 shares

    0.03% of the 13F portfolio, value $1,748,125.

    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 56,880 shares
    Change vs previous 13F +5,489 shares

    0.04% of the 13F portfolio, value $2,365,652.

    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 51,391 shares
    Change vs previous 13F -1,392 shares

    0.04% of the 13F portfolio, value $2,113,698.

    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 52,783 shares
    Change vs previous 13F +5,640 shares

    0.04% of the 13F portfolio, value $2,202,626.

    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 47,143 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,968,698.

    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).