Skip to content
Disclosery

Foundations Investment Advisors, LLC: UPS position timeline

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

Foundations Investment Advisors, LLC held 41,854 UPS 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 41,854 shares
    Change vs previous 13F +4,407 shares

    0.05% of the 13F portfolio, value $4,499,333.

    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 37,447 shares
    Change vs previous 13F +8,891 shares

    0.05% of the 13F portfolio, value $3,684,057.

    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 28,556 shares
    Change vs previous 13F +8,431 shares

    0.04% of the 13F portfolio, value $2,832,460.

    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 20,125 shares
    Change vs previous 13F +698 shares

    0.02% of the 13F portfolio, value $1,681,081.

    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 19,427 shares
    Change vs previous 13F +2,426 shares

    0.03% of the 13F portfolio, value $1,960,943.

    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 17,001 shares
    Change vs previous 13F -65 shares

    0.03% of the 13F portfolio, value $1,869,927.

    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 17,066 shares
    Change vs previous 13F +1,209 shares

    0.04% of the 13F portfolio, value $2,152,005.

    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 15,857 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,161,949.

    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).