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Foundations Investment Advisors, LLC: STOT position timeline

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

Foundations Investment Advisors, LLC held 828,575 STOT 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 828,575 shares
    Change vs previous 13F +88,063 shares

    0.4% of the 13F portfolio, value $38,992,566.

    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 740,512 shares
    Change vs previous 13F +183,882 shares

    0.43% of the 13F portfolio, value $34,900,318.

    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 556,630 shares
    Change vs previous 13F +236,152 shares

    0.35% of the 13F portfolio, value $26,317,462.

    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 320,478 shares
    Change vs previous 13F -70,821 shares

    0.22% of the 13F portfolio, value $15,185,878.

    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 391,299 shares
    Change vs previous 13F +239,519 shares

    0.29% of the 13F portfolio, value $18,527,986.

    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 151,780 shares
    Change vs previous 13F +39,701 shares

    0.13% of the 13F portfolio, value $7,171,624.

    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 112,079 shares
    Change vs previous 13F +16,394 shares

    0.1% of the 13F portfolio, value $5,252,002.

    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 95,685 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,542,190.

    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).