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Foundations Investment Advisors, LLC: XLG position timeline

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

Foundations Investment Advisors, LLC held 16,658 XLG 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 16,658 shares
    Change vs previous 13F -6,059 shares

    0.01% of the 13F portfolio, value $1,019,942.

    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 22,717 shares
    Change vs previous 13F -2,640 shares

    0.02% of the 13F portfolio, value $1,239,192.

    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 25,357 shares
    Change vs previous 13F -6,531 shares

    0.02% of the 13F portfolio, value $1,503,135.

    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 31,888 shares
    Change vs previous 13F +13,801 shares

    0.03% of the 13F portfolio, value $1,834,215.

    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 18,087 shares
    Change vs previous 13F -62,941 shares

    0.01% of the 13F portfolio, value $942,318.

    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 81,028 shares
    Change vs previous 13F +49,896 shares

    0.07% of the 13F portfolio, value $3,728,886.

    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 31,132 shares
    Change vs previous 13F +8,374 shares

    0.03% of the 13F portfolio, value $1,555,373.

    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 22,758 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,081,665.

    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).