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Foundations Investment Advisors, LLC: TROW position timeline

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

Foundations Investment Advisors, LLC held 28,431 TROW 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 28,431 shares
    Change vs previous 13F +4,846 shares

    0.03% of the 13F portfolio, value $3,232,301.

    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 23,585 shares
    Change vs previous 13F -7,012 shares

    0.03% of the 13F portfolio, value $2,125,936.

    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 30,597 shares
    Change vs previous 13F -428 shares

    0.04% of the 13F portfolio, value $3,132,496.

    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 31,025 shares
    Change vs previous 13F +203 shares

    0.05% of the 13F portfolio, value $3,184,411.

    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 30,822 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,974,315.

    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).