Skip to content
Disclosery

Foundations Investment Advisors, LLC: XLV position timeline

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

Foundations Investment Advisors, LLC held 40,414 XLV 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 40,414 shares
    Change vs previous 13F +11,026 shares

    0.07% of the 13F portfolio, value $6,412,163.

    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 29,388 shares
    Change vs previous 13F -8,896 shares

    0.05% of the 13F portfolio, value $4,308,611.

    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 38,284 shares
    Change vs previous 13F +585 shares

    0.08% of the 13F portfolio, value $5,926,286.

    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 37,699 shares
    Change vs previous 13F +8,006 shares

    0.08% of the 13F portfolio, value $5,246,537.

    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 29,693 shares
    Change vs previous 13F -15,197 shares

    0.06% of the 13F portfolio, value $4,002,331.

    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 44,890 shares
    Change vs previous 13F -330,592 shares

    0.12% of the 13F portfolio, value $6,554,375.

    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 375,482 shares
    Change vs previous 13F +54,640 shares

    1% of the 13F portfolio, value $51,655,104.

    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 320,842 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $49,416,105.

    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).