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Foundations Investment Advisors, LLC: VRT position timeline

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

Foundations Investment Advisors, LLC held 300,489 VRT 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 300,489 shares
    Change vs previous 13F +34,441 shares

    1.04% of the 13F portfolio, value $100,608,963.

    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 266,048 shares
    Change vs previous 13F +15,646 shares

    0.83% of the 13F portfolio, value $66,666,411.

    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 250,402 shares
    Change vs previous 13F +30,963 shares

    0.53% of the 13F portfolio, value $40,567,569.

    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 219,439 shares
    Change vs previous 13F +21,415 shares

    0.48% of the 13F portfolio, value $33,104,495.

    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 198,024 shares
    Change vs previous 13F +9,228 shares

    0.4% of the 13F portfolio, value $25,428,313.

    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 188,796 shares
    Change vs previous 13F +3,284 shares

    0.25% of the 13F portfolio, value $13,631,039.

    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 185,512 shares
    Change vs previous 13F +13,559 shares

    0.41% of the 13F portfolio, value $21,076,007.

    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 171,953 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $17,107,573.

    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).