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Foundations Investment Advisors, LLC: TRP position timeline

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

Foundations Investment Advisors, LLC held 27,679 TRP 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 27,679 shares
    Change vs previous 13F -3,578 shares

    0.02% of the 13F portfolio, value $1,834,868.

    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 31,257 shares
    Change vs previous 13F +5,386 shares

    0.02% of the 13F portfolio, value $1,956,659.

    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 25,871 shares
    Change vs previous 13F +13,054 shares

    0.02% of the 13F portfolio, value $1,423,140.

    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 12,817 shares
    Change vs previous 13F +6,640 shares

    0.01% of the 13F portfolio, value $697,350.

    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 6,177 shares
    Change vs previous 13F -1,397 shares

    <0.01% of the 13F portfolio, value $301,355.

    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 7,574 shares
    Change vs previous 13F -1,270 shares

    0.01% of the 13F portfolio, value $357,549.

    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 8,844 shares
    Change vs previous 13F +916 shares

    0.01% of the 13F portfolio, value $411,492.

    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 7,928 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $376,956.

    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).