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Foundations Investment Advisors, LLC: XLF position timeline

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

Foundations Investment Advisors, LLC held 152,979 XLF 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 152,979 shares
    Change vs previous 13F -78,370 shares

    0.08% of the 13F portfolio, value $8,201,184.

    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 231,349 shares
    Change vs previous 13F +203,583 shares

    0.14% of the 13F portfolio, value $11,421,717.

    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 27,766 shares
    Change vs previous 13F -87,640 shares

    0.02% of the 13F portfolio, value $1,520,732.

    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 115,406 shares
    Change vs previous 13F -20,694 shares

    0.09% of the 13F portfolio, value $6,216,927.

    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 136,100 shares
    Change vs previous 13F -36,703 shares

    0.11% of the 13F portfolio, value $7,127,573.

    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 172,803 shares
    Change vs previous 13F -725,323 shares

    0.16% of the 13F portfolio, value $8,607,301.

    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 898,126 shares
    Change vs previous 13F +98,444 shares

    0.84% of the 13F portfolio, value $43,406,421.

    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 799,682 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $36,241,592.

    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).