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Foundations Investment Advisors, LLC: VFMV position timeline

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

Foundations Investment Advisors, LLC held 174,905 VFMV 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 174,905 shares
    Change vs previous 13F +11,670 shares

    0.25% of the 13F portfolio, value $24,375,459.

    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 163,235 shares
    Change vs previous 13F +14,577 shares

    0.27% of the 13F portfolio, value $21,747,833.

    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 148,658 shares
    Change vs previous 13F +4,360 shares

    0.25% of the 13F portfolio, value $19,380,503.

    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 144,298 shares
    Change vs previous 13F +4,613 shares

    0.28% of the 13F portfolio, value $18,947,417.

    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 139,685 shares
    Change vs previous 13F +6,048 shares

    0.28% of the 13F portfolio, value $17,911,786.

    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 133,637 shares
    Change vs previous 13F +32,438 shares

    0.31% of the 13F portfolio, value $16,937,100.

    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 101,199 shares
    Change vs previous 13F +6,649 shares

    0.24% of the 13F portfolio, value $12,195,431.

    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 94,550 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $11,499,208.

    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).