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Foundations Investment Advisors, LLC: VGSH position timeline

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

Foundations Investment Advisors, LLC held 298,082 VGSH 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 298,082 shares
    Change vs previous 13F -38,580 shares

    0.18% of the 13F portfolio, value $17,348,390.

    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 336,662 shares
    Change vs previous 13F +34,117 shares

    0.24% of the 13F portfolio, value $19,708,170.

    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 302,545 shares
    Change vs previous 13F -21,452 shares

    0.23% of the 13F portfolio, value $17,768,482.

    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 323,997 shares
    Change vs previous 13F -23,161 shares

    0.28% of the 13F portfolio, value $19,067,204.

    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 347,158 shares
    Change vs previous 13F +2,005 shares

    0.32% of the 13F portfolio, value $20,405,923.

    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 345,153 shares
    Change vs previous 13F -13,957 shares

    0.37% of the 13F portfolio, value $20,257,033.

    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 359,110 shares
    Change vs previous 13F -65,390 shares

    0.4% of the 13F portfolio, value $20,893,006.

    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 424,500 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $25,053,974.

    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).