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Foundations Investment Advisors, LLC: V position timeline

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

Foundations Investment Advisors, LLC held 96,153 V 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 96,153 shares
    Change vs previous 13F +7,614 shares

    0.34% of the 13F portfolio, value $32,989,280.

    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 88,539 shares
    Change vs previous 13F +4,103 shares

    0.33% of the 13F portfolio, value $26,760,148.

    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 84,436 shares
    Change vs previous 13F +8,574 shares

    0.39% of the 13F portfolio, value $29,612,683.

    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 75,862 shares
    Change vs previous 13F +5,072 shares

    0.38% of the 13F portfolio, value $25,897,735.

    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 70,790 shares
    Change vs previous 13F +10,770 shares

    0.4% of the 13F portfolio, value $25,134,129.

    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 60,020 shares
    Change vs previous 13F +2,302 shares

    0.39% of the 13F portfolio, value $21,034,519.

    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 57,718 shares
    Change vs previous 13F +7,724 shares

    0.35% of the 13F portfolio, value $18,241,279.

    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 49,994 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $13,745,881.

    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).