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Foundations Investment Advisors, LLC: UAUG position timeline

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

Foundations Investment Advisors, LLC held 24,997 UAUG 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 24,997 shares
    Change vs previous 13F -675 shares

    0.01% of the 13F portfolio, value $1,051,994.

    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 25,672 shares
    Change vs previous 13F -2,528 shares

    0.01% of the 13F portfolio, value $1,010,044.

    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 28,200 shares
    Change vs previous 13F +6,962 shares

    0.01% of the 13F portfolio, value $1,125,744.

    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 21,238 shares
    Change vs previous 13F +12,514 shares

    0.01% of the 13F portfolio, value $834,800.

    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 8,724 shares
    Change vs previous 13F -5,424 shares

    0.01% of the 13F portfolio, value $326,483.

    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 14,148 shares
    Change vs previous 13F +2,339 shares

    0.01% of the 13F portfolio, value $489,804.

    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 11,809 shares
    Change vs previous 13F -4,045 shares

    0.01% of the 13F portfolio, value $419,329.

    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 15,854 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $555,366.

    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).