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Foundations Investment Advisors, LLC: XLC position timeline

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

Foundations Investment Advisors, LLC held 1,602,607 XLC 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 1,602,607 shares
    Change vs previous 13F +338,476 shares

    1.77% of the 13F portfolio, value $171,687,299.

    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 1,264,131 shares
    Change vs previous 13F +89,845 shares

    1.74% of the 13F portfolio, value $140,141,550.

    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 1,174,286 shares
    Change vs previous 13F +166,739 shares

    1.81% of the 13F portfolio, value $138,236,986.

    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 1,007,547 shares
    Change vs previous 13F +282,745 shares

    1.73% of the 13F portfolio, value $119,263,377.

    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 724,802 shares
    Change vs previous 13F +21,354 shares

    1.24% of the 13F portfolio, value $78,662,786.

    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 703,448 shares
    Change vs previous 13F -58,703 shares

    1.25% of the 13F portfolio, value $67,847,517.

    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 762,151 shares
    Change vs previous 13F +87,166 shares

    1.42% of the 13F portfolio, value $73,783,830.

    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 674,985 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $61,018,623.

    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).