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Foundations Investment Advisors, LLC: XMMO position timeline

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

Foundations Investment Advisors, LLC held 1,267 XMMO 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 1,267 shares
    Change vs previous 13F -5,913 shares

    <0.01% of the 13F portfolio, value $215,572.

    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 7,180 shares
    Change vs previous 13F +1,832 shares

    0.01% of the 13F portfolio, value $1,041,249.

    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 5,348 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $740,490.

    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 5,354 shares
    Change vs previous 13F -158,231 shares

    0.01% of the 13F portfolio, value $724,069.

    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 163,585 shares
    Change vs previous 13F +1,266 shares

    0.33% of the 13F portfolio, value $21,041,924.

    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 162,319 shares
    Change vs previous 13F -54,086 shares

    0.34% of the 13F portfolio, value $18,465,418.

    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 216,405 shares
    Change vs previous 13F +47,969 shares

    0.52% of the 13F portfolio, value $26,732,487.

    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 168,436 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $20,267,897.

    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).