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Foundations Investment Advisors, LLC: TDSB position timeline

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

Foundations Investment Advisors, LLC held 1,297,354 TDSB 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 1,297,354 shares
    Change vs previous 13F -75,194 shares

    0.33% of the 13F portfolio, value $31,841,085.

    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 1,372,548 shares
    Change vs previous 13F -160,435 shares

    0.41% of the 13F portfolio, value $33,392,732.

    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 1,532,983 shares
    Change vs previous 13F -274,975 shares

    0.48% of the 13F portfolio, value $36,750,967.

    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 1,807,958 shares
    Change vs previous 13F -254,763 shares

    0.61% of the 13F portfolio, value $42,177,494.

    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 2,062,721 shares
    Change vs previous 13F -284,696 shares

    0.73% of the 13F portfolio, value $45,942,360.

    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 2,347,417 shares
    Change vs previous 13F -231,177 shares

    0.96% of the 13F portfolio, value $52,253,506.

    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 2,578,594 shares
    Change vs previous 13F -283,211 shares

    1.08% of the 13F portfolio, value $55,842,554.

    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 2,861,805 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $64,908,028.

    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).