Skip to content
Disclosery

Foundations Investment Advisors, LLC: XLE position timeline

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

Foundations Investment Advisors, LLC held 183,749 XLE 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 183,749 shares
    Change vs previous 13F -116,305 shares

    0.1% of the 13F portfolio, value $9,758,891.

    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 300,054 shares
    Change vs previous 13F +89,956 shares

    0.23% of the 13F portfolio, value $18,381,321.

    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 210,098 shares
    Change vs previous 13F +174,792 shares

    0.12% of the 13F portfolio, value $9,393,503.

    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 35,306 shares
    Change vs previous 13F +26,793 shares

    0.05% of the 13F portfolio, value $3,154,262.

    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 8,513 shares
    Change vs previous 13F -11,172 shares

    0.01% of the 13F portfolio, value $721,960.

    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 19,685 shares
    Change vs previous 13F -10,482 shares

    0.03% of the 13F portfolio, value $1,839,565.

    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 30,167 shares
    Change vs previous 13F +24 shares

    0.05% of the 13F portfolio, value $2,584,115.

    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 30,143 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,646,579.

    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).