Skip to content
Disclosery

Foundations Investment Advisors, LLC: USFR position timeline

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

Foundations Investment Advisors, LLC held 65,229 USFR 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 65,229 shares
    Change vs previous 13F +54,778 shares

    0.03% of the 13F portfolio, value $3,284,277.

    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 10,451 shares
    Change vs previous 13F -9,806 shares

    0.01% of the 13F portfolio, value $526,103.

    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 20,257 shares
    Change vs previous 13F +9,637 shares

    0.01% of the 13F portfolio, value $1,019,318.

    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 10,620 shares
    Change vs previous 13F +5,546 shares

    0.01% of the 13F portfolio, value $533,883.

    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 5,074 shares
    Change vs previous 13F +67 shares

    <0.01% of the 13F portfolio, value $255,265.

    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 5,007 shares
    Change vs previous 13F -3,167 shares

    <0.01% of the 13F portfolio, value $251,988.

    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 8,174 shares
    Change vs previous 13F +3,206 shares

    0.01% of the 13F portfolio, value $411,307.

    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 4,968 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $249,502.

    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).