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Foundations Investment Advisors, LLC: XMAR position timeline

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

Foundations Investment Advisors, LLC held 72,118 XMAR 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 72,118 shares
    Change vs previous 13F -1,380 shares

    0.03% of the 13F portfolio, value $3,081,968.

    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 73,498 shares
    Change vs previous 13F -2,707 shares

    0.04% of the 13F portfolio, value $2,975,939.

    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 76,205 shares
    Change vs previous 13F -361 shares

    0.04% of the 13F portfolio, value $3,042,870.

    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 76,566 shares
    Change vs previous 13F -2,793 shares

    0.04% of the 13F portfolio, value $3,003,176.

    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 79,359 shares
    Change vs previous 13F -1,886 shares

    0.05% of the 13F portfolio, value $3,038,931.

    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 81,245 shares
    Change vs previous 13F -1,551 shares

    0.06% of the 13F portfolio, value $2,985,360.

    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 82,796 shares
    Change vs previous 13F -662 shares

    0.06% of the 13F portfolio, value $2,997,215.

    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 83,458 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,961,924.

    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).