Skip to content
Disclosery

Foundations Investment Advisors, LLC: XLP position timeline

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

Foundations Investment Advisors, LLC held 17,232 XLP 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 17,232 shares
    Change vs previous 13F +991 shares

    0.01% of the 13F portfolio, value $1,431,499.

    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 16,241 shares
    Change vs previous 13F -216 shares

    0.02% of the 13F portfolio, value $1,331,405.

    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 16,457 shares
    Change vs previous 13F +4,207 shares

    0.02% of the 13F portfolio, value $1,278,377.

    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 12,250 shares
    Change vs previous 13F -7,849 shares

    0.01% of the 13F portfolio, value $960,072.

    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 20,099 shares
    Change vs previous 13F +13,476 shares

    0.03% of the 13F portfolio, value $1,627,399.

    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 6,623 shares
    Change vs previous 13F -194,872 shares

    0.01% of the 13F portfolio, value $540,937.

    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 201,495 shares
    Change vs previous 13F +15,539 shares

    0.31% of the 13F portfolio, value $15,839,501.

    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 185,956 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $15,434,380.

    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).