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Foundations Investment Advisors, LLC: VFQY position timeline

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

Foundations Investment Advisors, LLC held 154,711 VFQY 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 154,711 shares
    Change vs previous 13F +10,648 shares

    0.27% of the 13F portfolio, value $26,345,703.

    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 144,063 shares
    Change vs previous 13F +14,329 shares

    0.27% of the 13F portfolio, value $21,498,883.

    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 129,734 shares
    Change vs previous 13F +3,477 shares

    0.26% of the 13F portfolio, value $19,902,478.

    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 126,257 shares
    Change vs previous 13F +3,370 shares

    0.28% of the 13F portfolio, value $19,042,342.

    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 122,887 shares
    Change vs previous 13F +6,727 shares

    0.28% of the 13F portfolio, value $17,661,363.

    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 116,160 shares
    Change vs previous 13F +3,464 shares

    0.29% of the 13F portfolio, value $15,525,309.

    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 112,696 shares
    Change vs previous 13F +7,947 shares

    0.31% of the 13F portfolio, value $15,877,754.

    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 104,749 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $14,966,594.

    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).