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Foundations Investment Advisors, LLC: VPU position timeline

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

Foundations Investment Advisors, LLC held 33,513 VPU 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 33,513 shares
    Change vs previous 13F +1,311 shares

    0.07% of the 13F portfolio, value $6,559,491.

    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 32,202 shares
    Change vs previous 13F +1,636 shares

    0.08% of the 13F portfolio, value $6,380,475.

    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 30,566 shares
    Change vs previous 13F +356 shares

    0.07% of the 13F portfolio, value $5,655,955.

    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 30,210 shares
    Change vs previous 13F +1,153 shares

    0.08% of the 13F portfolio, value $5,722,079.

    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 29,057 shares
    Change vs previous 13F +2,156 shares

    0.08% of the 13F portfolio, value $5,128,785.

    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 26,901 shares
    Change vs previous 13F +478 shares

    0.08% of the 13F portfolio, value $4,594,951.

    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 26,423 shares
    Change vs previous 13F +1,009 shares

    0.08% of the 13F portfolio, value $4,318,081.

    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 25,414 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,423,297.

    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).