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Foundations Investment Advisors, LLC: XLY position timeline

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

Foundations Investment Advisors, LLC held 16,362 XLY 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 16,362 shares
    Change vs previous 13F -204,950 shares

    0.02% of the 13F portfolio, value $1,918,929.

    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 221,312 shares
    Change vs previous 13F +25,115 shares

    0.3% of the 13F portfolio, value $24,118,579.

    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 196,197 shares
    Change vs previous 13F +101,603 shares

    0.31% of the 13F portfolio, value $23,427,939.

    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 94,594 shares
    Change vs previous 13F -38,054 shares

    0.33% of the 13F portfolio, value $22,668,504.

    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 132,648 shares
    Change vs previous 13F -6,111 shares

    0.46% of the 13F portfolio, value $28,828,358.

    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 138,759 shares
    Change vs previous 13F +95,955 shares

    0.51% of the 13F portfolio, value $27,399,369.

    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 42,804 shares
    Change vs previous 13F +18,537 shares

    0.19% of the 13F portfolio, value $9,603,172.

    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 24,267 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,862,321.

    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).