Skip to content
Disclosery

Foundations Investment Advisors, LLC: VCRB position timeline

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

Foundations Investment Advisors, LLC held 213,183 VCRB 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 213,183 shares
    Change vs previous 13F -38,145 shares

    0.17% of the 13F portfolio, value $16,464,717.

    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 251,328 shares
    Change vs previous 13F +32,866 shares

    0.24% of the 13F portfolio, value $19,447,722.

    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 218,462 shares
    Change vs previous 13F +18,790 shares

    0.22% of the 13F portfolio, value $17,017,098.

    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 199,672 shares
    Change vs previous 13F +12,470 shares

    0.23% of the 13F portfolio, value $15,656,249.

    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 187,202 shares
    Change vs previous 13F +12,448 shares

    0.23% of the 13F portfolio, value $14,523,135.

    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 174,754 shares
    Change vs previous 13F +3,654 shares

    0.25% of the 13F portfolio, value $13,531,198.

    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 171,100 shares
    Change vs previous 13F -41,235 shares

    0.25% of the 13F portfolio, value $12,971,080.

    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 212,335 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $16,814,809.

    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).