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Disclosery

Foundations Investment Advisors, LLC: XLB position timeline

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

Foundations Investment Advisors, LLC held 20,329 XLB 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 20,329 shares
    Change vs previous 13F +3,219 shares

    0.01% of the 13F portfolio, value $1,033,301.

    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 17,110 shares
    Change vs previous 13F +17,110 shares

    0.01% of the 13F portfolio, value $854,978.

    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 0 shares
    Change vs previous 13F -12,597 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 12,597 shares
    Change vs previous 13F +6,818 shares

    0.02% of the 13F portfolio, value $1,128,922.

    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 5,779 shares
    Change vs previous 13F -8,095 shares

    0.01% of the 13F portfolio, value $507,442.

    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 13,874 shares
    Change vs previous 13F +11,297 shares

    0.02% of the 13F portfolio, value $1,192,876.

    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 2,577 shares
    Change vs previous 13F -375 shares

    <0.01% of the 13F portfolio, value $216,798.

    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 2,952 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $284,562.

    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).