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Foundations Investment Advisors, LLC: TDSC position timeline

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

Foundations Investment Advisors, LLC held 2,369,018 TDSC 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 2,369,018 shares
    Change vs previous 13F -136,318 shares

    0.68% of the 13F portfolio, value $65,738,129.

    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 2,505,336 shares
    Change vs previous 13F -286,429 shares

    0.81% of the 13F portfolio, value $65,148,012.

    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 2,791,765 shares
    Change vs previous 13F -403,661 shares

    0.93% of the 13F portfolio, value $70,565,499.

    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 3,195,426 shares
    Change vs previous 13F -461,939 shares

    1.17% of the 13F portfolio, value $80,544,859.

    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 3,657,365 shares
    Change vs previous 13F -489,128 shares

    1.4% of the 13F portfolio, value $88,508,229.

    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 4,146,493 shares
    Change vs previous 13F -424,043 shares

    1.9% of the 13F portfolio, value $102,957,411.

    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 4,570,536 shares
    Change vs previous 13F -505,883 shares

    2.16% of the 13F portfolio, value $111,671,898.

    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 5,076,419 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $129,073,545.

    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).