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Foundations Investment Advisors, LLC: UVV position timeline

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

Foundations Investment Advisors, LLC held 24,115 UVV 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 24,115 shares
    Change vs previous 13F -6,506 shares

    0.01% of the 13F portfolio, value $1,258,077.

    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 30,621 shares
    Change vs previous 13F +8,939 shares

    0.02% of the 13F portfolio, value $1,613,739.

    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 21,682 shares
    Change vs previous 13F +15,080 shares

    0.02% of the 13F portfolio, value $1,143,733.

    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 6,602 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $368,841.

    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).