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Foundations Investment Advisors, LLC: VLUE position timeline

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

Foundations Investment Advisors, LLC held 33,975 VLUE 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 33,975 shares
    Change vs previous 13F +7 shares

    0.07% of the 13F portfolio, value $6,788,532.

    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 33,968 shares
    Change vs previous 13F +8,927 shares

    0.06% of the 13F portfolio, value $4,829,964.

    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 25,041 shares
    Change vs previous 13F +608 shares

    0.04% of the 13F portfolio, value $3,423,798.

    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 24,433 shares
    Change vs previous 13F +2,446 shares

    0.04% of the 13F portfolio, value $3,055,363.

    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 21,987 shares
    Change vs previous 13F +1,709 shares

    0.04% of the 13F portfolio, value $2,489,188.

    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 20,278 shares
    Change vs previous 13F +4,582 shares

    0.04% of the 13F portfolio, value $2,162,673.

    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 15,696 shares
    Change vs previous 13F +528 shares

    0.03% of the 13F portfolio, value $1,657,617.

    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 15,168 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,653,905.

    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).