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Foundations Investment Advisors, LLC: VFLO position timeline

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

Foundations Investment Advisors, LLC held 351,115 VFLO 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 351,115 shares
    Change vs previous 13F +10,815 shares

    0.17% of the 13F portfolio, value $16,063,495.

    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 340,300 shares
    Change vs previous 13F +5,819 shares

    0.17% of the 13F portfolio, value $13,435,032.

    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 334,481 shares
    Change vs previous 13F +4,856 shares

    0.17% of the 13F portfolio, value $13,171,854.

    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 329,625 shares
    Change vs previous 13F +127,048 shares

    0.18% of the 13F portfolio, value $12,360,934.

    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 202,577 shares
    Change vs previous 13F +19,053 shares

    0.11% of the 13F portfolio, value $7,161,083.

    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 183,524 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,291,194.

    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).