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Foundations Investment Advisors, LLC: UJAN position timeline

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

Foundations Investment Advisors, LLC held 52,128 UJAN 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 52,128 shares
    Change vs previous 13F +2,002 shares

    0.02% of the 13F portfolio, value $2,363,077.

    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 50,126 shares
    Change vs previous 13F +4,696 shares

    0.03% of the 13F portfolio, value $2,130,856.

    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 45,430 shares
    Change vs previous 13F +30,028 shares

    0.03% of the 13F portfolio, value $1,965,302.

    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 15,402 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $648,822.

    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).