Skip to content
Disclosery

Foundations Investment Advisors, LLC: UMAR position timeline

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

Foundations Investment Advisors, LLC held 23,833 UMAR 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 23,833 shares
    Change vs previous 13F +1,565 shares

    0.01% of the 13F portfolio, value $1,006,832.

    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 22,268 shares
    Change vs previous 13F +203 shares

    0.01% of the 13F portfolio, value $884,930.

    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 22,065 shares
    Change vs previous 13F +6,767 shares

    0.01% of the 13F portfolio, value $881,492.

    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 15,298 shares
    Change vs previous 13F +9,765 shares

    0.01% of the 13F portfolio, value $596,775.

    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 5,533 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $208,096.

    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).