Skip to content
Disclosery

Foundations Investment Advisors, LLC: UMAY position timeline

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

Foundations Investment Advisors, LLC held 23,703 UMAY 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 23,703 shares
    Change vs previous 13F +2,920 shares

    0.01% of the 13F portfolio, value $900,771.

    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 20,783 shares
    Change vs previous 13F +323 shares

    0.01% of the 13F portfolio, value $765,176.

    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 20,460 shares
    Change vs previous 13F +7,402 shares

    0.01% of the 13F portfolio, value $748,312.

    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 13,058 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $468,390.

    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).